Robert Gascho
Financial Advisor at Eagle Strategies LLC
- Role
- Financial Advisor at Eagle Strategies Llc Nylife Securities
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Robert Gascho
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.425 Market Street #1600 San Francisco, CA 94••••••••60.My California Insurance License Number is 0G56051
Experience
Financial Advisor
Eagle Strategies Llc Nylife Securities
Aug 2010 — Present
Education
Wilfrid Laurier University
BBA, Business
1983 — 1987
The American College
CLU®, Life Insurance and Planning
Certified Financial Planner Board of Standards, Inc.
CFP®, Certified Financial Planning
The American College
LUTCF®, Life Insurance
2010 — 2012
Skills
- Salesforce.com
- Strategic Planning
- Business Development
- Insurance
- New Business Development
- Saas
- Strategic Partnerships
- Strategy
- Financial Services
- Account Management
- Enterprise Software
- Sales Management
- Solution Selling
- Business Planning
- Sales Process
- Team Building
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