Gerald Gaeta Email & Phone Number
Managing Director @ RBC Rochdale
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Gerald Gaeta Location
- Dallas, TX, US
Gerald Gaeta Work
- Managing Director @ (September 2020 - Present)
- Managing Director @ First Republic Private Wealth Management (September 2018 - September 2020)
- Advanced Planning Field Support Manager @ (April 2009 - September 2018)
- Advanced Planning Consultant- Pacific Zone @ (January 2003 - December 2008)
- Head of Financial Planning Dept. @ (January 2001 - January 2003)
- Advanced Planning Consultant: Client Facing, Seminars, Top Producer Coaching @ (May 1997 - September 2001)
- Vice President: Personal Trust Services @ (January 1992 - January 1995)
Gerald Gaeta Education
- The American College of Financial Services
Master of Science in Financial Services (M.S.F.S.)
1999-2000 - New York Law School
JD (Law)
- Widener University
BS (BA, Physics, Psychology)
Gerald Gaeta Skills
- Financial Advisory
- Wealth Management Services
- Financial Services
- Tax Planning
- Insurance
- Alternative Investments
- Estate Planning
- Series 63
- Financial Planners
- Public Speaking
- Fixed Annuities
- Pensions
- Estate Tax Planning
- Retirement Planning
- Financial Planning
- Sales
- Portfolio Management
- IRAs
- Investments
- Business Development
- Variable Annuities
- Series 6
- 401k
- Investment Advisory
- Asset Allocation
- Roth IRA
- Asset Protection
- Wealth Management
- Life Insurance
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- High Net Worth Individuals
- FINRA
- Investment Strategies
- Microsoft Word
- Wealth Accumulation
- Asset Management
- Trusts
- Long Term Care
- Disability Insurance
- Wealth
- Project Planning
- Personal Financial Planning
- Long Term Care Insurance
- Small Business
- Management
- 401k Rollovers
- Personal Finance
- Business Strategy
- Term Life Insurance
- Retirement
- Series 65
- Series 7
- Employee Benefits
- Securities
- Investment Management
- Trust Services
- Whole Life
Gerald Gaeta Summary
- Gerald Gaeta, based in Dallas, TX, US, is currently a Managing Director at City National Rochdale. Gerald Gaeta brings experience from previous roles at First Republic Private Wealth Management, New York Life Insurance Company and Allstate Financial Services, LLC. Gerald Gaeta holds a 1999 - 2000 Master of Science in Financial Services (M.S.F.S.) @ The American College of Financial Services. With a robust skill set that includes Financial Advisory, Wealth Management Services, Financial Services, Tax Planning, Insurance and more. Gerald Gaeta has 2 emails and 3 mobile phone numbers on RocketReach.
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