Gerard has been in the financial industry for over 15 years in Mortgage, Health, Life Insurance, College Planning and Asset Protection. His passion is working with students and parents on college planning - getting the best college for the lowest price and also helping them implement different strategies to pay for college. The biggest financial challenge most families face is navigating through the process and 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.
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.