Roy Y. Gagaza
My blogs
| Gender | Male |
|---|---|
| Industry | Consulting |
| Occupation | President and CEO of Journey Wealth Management, LLC |
| Location | Manteca, California and Honolulu County, United States |
| Introduction | Roy Gagaza leads Journey Wealth Management in offering retirement income planning, investment and wealth management, tax planning strategies, health care strategies, and legacy and estate planning. He works to listen carefully, explain choices in everyday language, and help clients weigh the trade-offs among different paths so they can make informed decisions. His work has been recognized through induction into the Advisors Excel Hall of Fame, the Advisors Excel Elite Advisor Awards, Security Benefit Elite Advisor recognition, and the Allianz Century Award for reaching $100 million in premium. Roy extends his commitment to the community by sharing financial education with pre-retirees and retirees through seminars focused on asset preservation, retirement income strategies, and tax-efficient planning. He collaborates with the highway patrol, local school districts, CPAs, and Chambers of Commerce to support financial confidence in the areas his firm serves. He and his team also support organizations that assist US veterans, regional food banks, a German Shepherd rescue group, and a backcountry horse organization dedicated to preserving trails and responsible use of outdoor spaces. |