GARY LAMUSGA CDFA925-287-1567
Gary has been in the financial and insurance services business for over 41 years in the Bay Area. He focuses on comprehensive financial planning, investment management services, retirement strategies, tax strategies, insurance, estate and divorce planning.
He has dedicated his years in the industry providing sound advice and solutions to individuals and businesses. With his expertise, tools and techniques, his clients feel more confident in reaching their goals for the future.
Gary assists business owners with selecting benefit packages that fit into their budgets and provide the needed coverage to protect themselves, employees and families. He teams with other professionals to sponsor a comprehensive seminar series to educate Business Owners in the 10 important areas of running a successful business.
With his extensive experience in the divorce process from his own personal case that resulted in a ruling from the California Supreme Court, Gary helps educate members of the community on the ins and outs of the divorce process through monthly seminars. Gary is also available to assist clients and attorneys through the divorce proceedings. He helps clients prepare and analyze their financial picture to help ensure an equitable financial settlement now and into the future.
Gary holds a Bachelor of Science degree from the University of CA Davis. He holds the Certified Divorce Financial Analysts™ (CDFA®) certification and is an active member of the Institute for Divorce Financial Analysts (IDFA™) and the National Association of Insurance and Financial Advisors (NAIFA). He’s Chairperson of the Collaborative Practice of the East Bay, (CPEB) and serves on the boards of both the Police and Fire Fallen Heroes and National Association of Remodelers, Inc (NARI). In addition, Gary is a Life and Qualifying member of the Million Dollar Roundtable (MDRT). On a personal note, Gary’s obtained the rank of Eagle Scout, God and Country and Order of the Arrow and is a member of the National Eagle Scout Association.
Gary holds CA Insurance license, 0541216 and is a Registered Representative and Investment Advisor Representative
Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this professional is not a guarantee of future financial results. Investors should conduct their own evaluation.