Robert Gascho

Financial Advisor @Eagle Strategies Llc Nylife Securities

San Francisco, CA, US
MOBILE NUMBERS
+16•••••••49

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WORK HISTORY

Aug 2010 — Present

Financial Advisor @Eagle Strategies Llc Nylife Securities

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EDUCATION

1983 — 1987

Wilfrid Laurier University

BBA, Business

N/A

The American College

CLU®, Life Insurance and Planning

N/A

Certified Financial Planner Board of Standards, Inc.

CFP®, Certified Financial Planning

2010 — 2012

The American College

LUTCF®, Life Insurance

SKILLS

Salesforce.comStrategic PlanningBusiness DevelopmentInsuranceNew Business DevelopmentSaasStrategic PartnershipsStrategyFinancial ServicesAccount ManagementEnterprise SoftwareSales ManagementSolution SellingBusiness PlanningSales ProcessTeam Building

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

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