Gary Sanson Email & Phone Number

Harleysville, Pa, Us

I 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.

Prior 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.

Cfp, Cfs, Chfc, Rfc, Aep, Casl, Financial Planning Designations

Bba, Finance