Tony Garibaldi

Coaching Experienced Professionals into their next career in Financial Advisory Services

Role
Senior Partner at New York Life
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Tony Garibaldi

For the past 7 years, I have run my own professional practice, specializing in helping Experienced Professionals take their careers to the next level in financial services. I understand these individuals, having spent over 4 years prior as a Financial Advisor offering investment and insurance advisory services. I work in collaboration with a seasoned in-house team of Development Managers and Product Consultants to provide on-going training, support, and mentorship to Advisors thoughout their career.New York Life recruits and hires thousands of new agents every year, many of which are established professionals seeking a more rewarding career.Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with unlimited income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those want to take this path.The opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, family and business planning.Description of activities and responsibilities: As a licensed agent one will be responsible for scheduling appointments, meeting with clients, analyzing clients information making product recommendations and providing ongoing service.Since 1845, New York Life Insurance Company has worked with its customers to protect what’s most important to them. Today, with our subsidiaries, we insure lives, help provide retirement income, and develop investment strategies. Every business decision we make is in the best interests of our customers. We are a Fortune 100 company, one of the largest life insurers in the world, and a market leader in the U.S. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch Moody’s Investors Service (Aaa), Standard & Poor’s (AA+).(as of 6/22/13)EOE-M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Experience

  1. Senior Partner

    New York Life

    Mar 2025 — Present

Education

  • The American College of Financial Services

    LUTCF, LUTCF Program

    2011 — 2012

  • College of San Mateo

    A.A., A.S., Liberal Studies, Life Sciences

    1999 — 2003

  • San Francisco State University

    Executive Certificate in Financial Planning, Financial Planning

    2008 — 2009

  • San Francisco State University

    B.S., Physiology

    2002 — 2005

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