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Roy Gagaza, Registered Investment Adviser
President and CEO, Journey Wealth Management LLC

Roy Gagaza is president and CEO of California- and Hawaii-based Journey Wealth Management LLC (journeywlthmanagement.com). He is an Investment Adviser Representative and holds insurance licenses in Hawaii, California, Nevada, South Carolina, Tennessee and West Virginia. Roy has 21 years of experience in the financial services industry and served as an officer in the military for 20 years. Now, he assists clients by developing well-thought-out financial strategies to help them reach their goals. He has a bachelor's degree in business marketing from San Jose State University.

Phone: 209.825.8888 Fax: 808.469.4361 Website: journeywlthmanagement.com/

Aiming for 6 Retirement Goals with Just 3 Simple Buckets
retirement

Aiming for 6 Retirement Goals with Just 3 Simple Buckets

You've saved hard for retirement, and to help that money last, think about pouring it into three buckets, each with a very different purpose.
October 1, 2019