Gary Lu Location
- San Diego, CA, US
Gary Lu Work
- 2026 -now FSW - Investment Planning Services @
- 2016 -2026 Regional Vice President @
- 2014 -2016 Managing Director @
- 2008 -2013 Divisional Sales Manager @
Gary Lu Education
- UCLA Center for Prehospital Care
(Paramedicine)
2007-2008 - Brigham Young University
Bachelor of Arts (Marketing Advertising Communications, Sociology)
1999-2005 - Harvard Business School
Gary Lu Skills
- Foreign Nationals
- Account Management
- Budgets
- Business Development
- Coaching
- Communications
- Compliance
- Customer Retention
- Customer Service
- Direct Sales
- Disability Insurance
- Finance
- Financial Services
- Fixed Annuities
- Health Insurance
- Insurance
- Leadership
- Leadership Development
- Life Insurance
- Long-term Care
- Managment
- Marketing
- Marketing Strategy
- Microsoft Office
- Microsoft Windows
- New Business Development
- Photoshop
- Process Improvement
- Project Management
- Property & Casualty Insurance
- Public Speaking
- Recruiting
- Relationship Management
- Research
- Retirement
- Risk Management
- Sales
- Sales Management
- Sales Presentations
- Sales Support Tools
- Small Business
- Team Building
- Team Leadership
- Term Life Insurance
- Territory Management
- Training
- Underwriting
- Universal Life
- 401 (k)
- 403 (b)
- SEP & Simple IRAs
- Disability Income Insurance
- Salary Continuation
- Annuities (Variable & Fixed)
- Asset Allocation
- Business Continuation Strategies
- Business Overhead Expense
- Buy-Sell Agreements
- Buy-Sell Review
- Charitable Giving
- College Funding Strategies
- Deferred Compensation Plans
- Dental Insurance
- Estate Planning
- Executive Benefits Strategies
- Financial Needs Analysis
- Income Protection
- Informal Business Valuation
- IRAs (Traditional & Roth)
- Key Person Insurance
- Long-Term Care Insurance
- Mutual Funds
- Pension Plans
- Split Dollar Plans
- Supplemental Retirement Income
- Survivor Income
- Tax-Deferred Savings
- Universal Life Insurance
- Wellness Programs
- Wealth Accumulation
- Whole Life Insurance
- Sep And Simple Iras
- 401 K
- Iras Traditional And Roth
- Annuities Variable And Fixed
- Investments
- 403 b
- Buy Sell Review
- Buy Sell Agreements
- Long Term Care
- Financial Analysis
- Nursing
- Property And Casualty Insurance
- Long Term Care Insurance
- Tax Deferred Savings
Gary Lu Summary
- Gary Lu, based in San Diego, CA, US, is currently a FSW - Investment Planning Services at State Farm. Gary Lu brings experience from previous roles at Prudential Financial, Principal Financial Group and Farmers Insurance Group of Companies. Gary Lu holds a 2007 - 2008 UCLA Center for Prehospital Care. With a robust skill set that includes Foreign Nationals, Account Management, Budgets, Business Development, Coaching and more. Gary Lu has 2 emails and 3 mobile phone numbers on RocketReach.
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