Gary Sanson Email and Phone Number
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With over 30 years of experience, I am an accomplished financial professional dedicated to helping clients achieve their financial goals. As the CEO and Founding Partner of Financial Voyages L.L.C., my expertise lies in retirement, estate, college, and insurance planning for individuals and small business owners.I believe in providing personalized attention and crafting customized financial strategies. By closely collaborating with my clients, I assess their objectives and develop tailored solutions to meet their specific needs. Building long-term relationships is essential to me, as I provide ongoing support and guidance to ensure my clients stay on track toward financial success.🎓 I am an Honors Graduate in Finance from Temple University.🌟 I hold designations including CFP, CFS, ChFC, RFC, AEP, and CASL.📚 My qualifications include Series 6, 7, 24, 26, 63, and 65 Securities Registrations.🏆 I have been honored as a 5-Star Wealth Manager by Philadelphia Magazine for 11 consecutive years (2014-2024).🎤 As a respected educator, I have conducted numerous seminars on various financial planning topics for local universities, colleges, and non-profit organizations. Sharing knowledge and empowering others is a true passion of mine.🌐 I am an active member of the Institute of Business and Finance, Society of Financial Services Professionals, and National Association of Estate Planners and Councils.🙌 Beyond my professional endeavors, I actively engage in the community by serving on the Boards of Directors for both profit and non-profit organizations, as well as chairing Finance Committees for local churches.Let's navigate your financial future together! Connect with me to embark on your financial voyage.To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com
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Ceo | Founding Partner | Certified Financial Planner | SpeakerFinancial Voyages L.L.C. Dec 1996 - PresentHarleysville, Pa, UsI have had the privilege of working closely with clients for over 30 years, helping them achieve their financial goals. As the CEO and Founding Partner of Financial Voyages L.L.C., I have built a successful, family-oriented practice specializing in retirement planning, estate planning, college planning, and insurance planning for individuals and small business owners.- Provide personalized attention and develop customized financial strategies to help clients work towards their financial goals. - Work closely with each client in determining their objectives and designing tailored financial solutions. - Establish long-term relationships to monitor and guide clients on their financial journey.Key Highlights:- Hold Series 6, 7, 24, 26, 63, and 65 securities registrations.- Certified Financial Planner (CFP) certificant, Accredited Estate Planner (AEP), Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC), Registered Financial Consultant (RFC), and Chartered Analyst for Senior Living (CASL).- Actively engaged as a respected educator, conducting hundreds of seminars on various financial planning topics for local universities, colleges, and non-profit organizations.Memberships:- Active member of the Institute of Business and Finance, Society of Financial Services Professionals, and the National Association of Estate Planners and Councils.Content shared via links to third-party sites should not be considered an endorsement, as we cannot verify the completeness or accuracy of the content.Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Voyages, L.L.C. and Cambridge are not affiliated.
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Registered Representative, District ManagerDiversified Financial Concepts Feb 1993 - Dec 1996Prior to graduating college, Gary obtained his securities and insurance licensed and started working in the financial planning industry as an advisor. After nearly four years and being promoted into management, Gary decided his true passion was taking care of clients, not working his way up the corporate ladder. Since Diversified Financial Concepts mostly sold one firm's products, Gary realized the need to leave and become an independent advisor. This decision allowed him to put his client's interests first. In December, 1996 he created Financial Voyages, an independent, financial planning firm were he continues as the CEO, Founding Partner and Certified Financial Planner.
Gary Sanson Skills
Gary Sanson Education Details
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American College, Institute Of Business And FinanceFinancial Planning Designations -
Temple UniversityFinance
Frequently Asked Questions about Gary Sanson
What company does Gary Sanson work for?
Gary Sanson works for Financial Voyages L.l.c.
What is Gary Sanson's role at the current company?
Gary Sanson's current role is Certified Financial Planner with over 30 years of experience.
What is Gary Sanson's email address?
Gary Sanson's email address is ga****@****ges.com
What is Gary Sanson's direct phone number?
Gary Sanson's direct phone number is +121525*****
What schools did Gary Sanson attend?
Gary Sanson attended American College, Institute Of Business And Finance, Temple University.
What are some of Gary Sanson's interests?
Gary Sanson has interest in Volunteering, Hiking, Collecting Antique Maps And Coins, Golf, Spending Time With Family And Friends, Wine.
What skills is Gary Sanson known for?
Gary Sanson has skills like Retirement Planning, Retirement, Estate Planning, Investments, Financial Planners, Financial Advisory, Certified Financial Planner, Portfolio Management, Financial Planning, Financial Services, Insurance, Asset Allocation.
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