Advisor. Veteran. Community Member
Gerard has been in the financial industry for over 18 years in Mortgage, Health, Life Insurance, Retirement Planning, and Asset Protection. Gerard focuses on protecting clients from having all the risk of getting sick, running out of money, or dying sooner than expected and protecting what you have, and at the same time preparing for future healthcare costs, taxes, and unexpected financial costs. It’s a priority to help clients outlive their money.
Gerard is licensed in 30 states to help clients in many areas of the country. He also works with businesses on many different strategies for business owners to reduce taxes, reduce risk and reduce expenses.
Gerard was born and raised in Morris Plains, NJ. Graduating from Morristown High School in 1986, taking some classes at CCM for 1 year, and enlisted in the US Marines shortly after. His mom, 2 sisters and a brother and many family members live in the tri-State area. Working with and meeting new people is part of his passion. Gerard’s a NY Giants Fan.
Gerard is a disabled veteran, serving in the U.S. Marines. He graduated from boot camp in Parris Island, S.C., and was stationed in Camp Pendleton, California, and Okinawa, Japan, including multiple deployments. He was honorably discharged from the Marines in 1997. The military gave him the structure, discipline, and drive to accomplish anything.
- Asset Protection Society Member
- Certified College Advisor – CFS
- Master Mason – Nevada Masonic Lodge
- Catalina Fun Run Co-Organizer
- Active Community Member
- Nevada Insurance Lic# 3579628
Strategic. Comprehensive. Tactical.
This site is designed to have the best educational content available for those who are interested in: asset protection, reducing income taxes, guaranteed return (accumulation value) annuities coupled with a guaranteed income for life, creating a tax-free retirement nest egg.