Gerardo Gonzalez

Financial Advisor @Sagient

Pasadena, CA, US
MOBILE NUMBERS
+19•••••••74

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WORK HISTORY

Jan 2023 — Present

Financial Advisor @Sagient

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Los Angeles, CA, US

My goal is to assist families and business owners building their financial freedom. I have the skills,knowledge and experience required to help meet my client’s established goals. My personal goal is tobecome a lifetime resource for each and every client. I am prepared to assist clients with their financial plans and help them meet their long‐term financialgoals. I work closely with my clients and can also work with you. I will help you: Define your personal financial goals Develop a financial strategy that can help you achieve these goals Suggest suitable products and solutions based on your own tolerance for risk and your time‐frame Implement your strategy with products and services that help meet your needs.*I am licensed to sell insurance in California.*I am a registered representative of and offer securities and investment advisoryservices through MML Investors Services, LLC, Member SIPC Supervisory address: 8383 Wilshire Blvd. Suite 600 Beverly Hills, CA 90211

EDUCATION

2013 — 2022

Kaplan University

Series 6, 63 and 65, Investments and Securities

2011 — 2013

UCLA

Sociology, Social Sciences

SKILLS

LeadershipCommunication SkillsTime ManagementDisability InsuranceLong-Term CarePersonal Financial PlanningIrasSocial SkillsFixed AnnuitiesCareer Path Planning401k RolloversUniform Combined State LawRoth IraBaseballLife & Health Insurance LicensesSalesFinancial PlannersTrainingRetirementMarketingSeries 63Education FundingEvent PlanningBusiness DevelopmentSociologyTeam LeadershipCustomer ServicePeople-OrientedSeries 6Long Term Care InsurancePeople SkillsSocial NetworkingEnjoy Working with PeopleWealth AccumulationVariable ProductsLife InsuranceFinanceRetirement PlanningPublic SpeakingPersonal Finance

ABOUT GERARDO GONZALEZ

Sagient- Here to Serve others

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