Gerard Ladalardo
C-1689-1565201012

Gerard Ladalardo

Certified College Funding Specialist®

Life & Annuities Agent

(949) 306-0353

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ABOUT Gerard Ladalardo

Gerard has been in the financial industry for over 15 years in Mortgage, Health, Life Insurance, College Planning and Asset Protection. He thrives working with students and parents on college planning - getting the best college for the lowest price and helping them implement different strategies to pay for college. The biggest financial challenge most families face is paying for their children's education without killing their retirement.

Gerard also focuses on protecting clients from having all the risk of getting sick, running out of money or dying sooner than expected and protecting what you have and at the same time preparing for future healthcare costs, taxes and unexpected financial costs.

Designations

Qualifications


Licensed - Yes

License No - 0C24149

License Type - Insurance

Strategic Wealth Partners

2901 West Coast Highway, suite 200
Newport Beach, CA 92663
P: (949) 306-0353
F: 
www.newportbeachwealth.com/

Services Offered

College Financial Planning
Financial Planning
Retirement Planning
Estate Planning
Financial Aid
FAFSA Review
Scholarship Search
ACT/SAT Prep

Meetings Offered

My Office
Over Phone
Webmeetings


Availability

Mornings
Afternoons
Evenings

CCFS® (Certified College Funding Specialists)

EARNED BY
Gerard Ladalardo

ISSUED ON
2019-08-13

CCFS® MEMBER ID
C-1689-1565201012

DESCRIPTION
The CCFS® certification mark identifies college financial professionals who have met the high standards of competency and ethics established and enforced by the Association of Certified College Funding Specialists.

Unique Badge ID - hyZaB_ofR1yuv70jUxAU0Q

 

Disclosures