Roy Y. Gagaza, a retired U.S. Army officer with almost 25 years of service, recognized the importance of having a retirement plan after his military career ended. His desire to help others receive the financial resources they need and the sound financial guidance they deserve led him to pursue a financial planning and consulting career. During his last ten years in the service, Roy provided financial counselling to individuals and educational seminars.

 

Roy's military experience has given him a pragmatic approach to education and business. He has capitalized on this experience to help his clients achieve their dream retirement by developing personalized financial strategies. He has a particular affinity for working with seniors aged 55 and over and has developed personalized approaches for each client, building long-lasting relationships that deliver strong results. Roy is committed to getting to know each individual and their family, personally approaching their wishes and goals. His ultimate goal is to help his clients achieve financial stability and security, and he works tirelessly to help them achieve their financial goals.