Julio Gonzalez Email & Phone Number
President and CEO @ Pinnacle Financial Group, Inc.
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Julio Gonzalez Location
- Fort Lauderdale, FL, US
Julio Gonzalez Work
- President and CEO @ (August 1998 - Present)
- President and CEO @ (May 2023 - Present)
- General Agent @ (October 2023 - Present)
- Regional Broker Agency Owner @ (May 2022 - Present)
- Council Member @ (February 2001 - Present)
- Founding Member @ (January 2017 - Present)
- Agency Sales Director @ (February 2018 - January 2024)
- DMS Sales @ (May 2016 - December 2017)
- Sales Manager @ (August 2013 - May 2016)
- Qualified Plan Specialist @ (February 2008 - March 2013)
- Financial Advisor @ (September 2001 - February 2008)
Julio Gonzalez Education
- Florida State University - Jim Moran College of Entrepreneurship
Master of Business Administration (Entrepreneurship/Entrepreneurial Studies)
2026-2026 - University of Central Florida
Bachelor's degree (Psychology)
1992-1997
Julio Gonzalez Skills
- Investment Strategies
- 401(k) Retirement Savings Plans
- Asset Allocation
- 401(k) Rollovers
- Business Planning
- Sales Management
- Brokerage
- Financial Advisory
- Business Advisory Services
- Academic Advising
- Strategy
- Succession Planning
- Retirement Planning
- Insurance
- Health Insurance
- Employee Benefits
- Wealth Management
- Portfolio Management
- Financial Services
- Life Insurance
- Strategic Financial Planning
- Finance
- Mutual Funds
- Medicare
- Medicare Advantage
- Medicare Supplements
- Medicare Prescription Drug Plans
- Medicare Part D
- Risk Management
- Indexed Annuities
- Annuity Sales
- Fixed Annuities
- Final Expense Planning
- Financial Risk
- Financial Planning
- Long-term Care
- Long Term Care Insurance
- Disability Insurance
- End-of-Life Care
- Sales
- Property & Casualty Insurance
- Brokers
- Cardiopulmonary Resuscitation (CPR)
- Commercial Insurance
- Management
- Customer Service
- Annuities
- Customer Relationship Management (CRM)
- Group Benefit Plans
- High-Net-Worth Insurance Planning
- Indexed Universal Life
- Insurance Brokerage
- LinkedIn Sales Navigator
- Medicare Insurance Planner
- Own-Occupation Disability Insurance
- Physician Practice Owner
- Retirement Income Strategies
- U.S. Health Insurance Portability and Accountability Act (HIPAA)
- Wealth Transfer
- Whole Life Insurance
- Whole Life Insurance Planning
- Zoho CRM
Julio Gonzalez Summary
- Julio Gonzalez, based in Fort Lauderdale, FL, US, is currently a President and CEO at Pinnacle Financial Group, Inc.. Julio Gonzalez brings experience from previous roles at Pinnacle Marketing Group, Inc., OneAmerica Financial, Aflac and GLG. Julio Gonzalez holds a 2026 - 2026 Master of Business Administration in Entrepreneurship/Entrepreneurial Studies @ Florida State University - Jim Moran College of Entrepreneurship. With a robust skill set that includes Investment Strategies, 401(k) Retirement Savings Plans, Asset Allocation, 401(k) Rollovers, Business Planning and more. Julio Gonzalez has 3 emails and 3 mobile phone numbers on RocketReach.
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