Gerard Ladalardo, CCFS®
Founder & Managing Partner
Advisor. Veteran. Community Member
Gerard has been in the financial industry for over 18 years in Mortgage, Health, Life Insurance, College Planning and Asset Protection. Gerard 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. It's a priority to help clients outlive their money.
As a Certified College Funding Specialist, he knows the biggest financial challenge most families face is paying for their children's education without killing their retirement.
Gerard was born and raised in Morris Plains, NJ. Graduating from Morristown High School in 1986, taking some classes at CCM for 1 year and enlisted in the US Marines shortly after. His mom, 2 sisters and a brother and many family members live in theTri-State area. Working with and meeting new people is part of his passion. Gerard's a NY Giants Fan.
Gerard is a disabled veteran, serving in the U.S. Marines. He graduated from boot camp in Parris Island, S.C. and was stationed in Camp Pendleton, California and Okinawa, Japan, including multiple deployments. He was honorably discharged from the Marines in 1997. The military gave him the structure, discipline and drive to accomplish anything.
Certified College Funding Specialist - CCFS
Certified College Advisor - CFS
Master Mason - California Masonic Lodge
Costa Mesa Foundation Board Member
California Insurance Lic# 0C24149
Catalina Fun Run Co Organizer
Active Community Member