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Roy Gagaza

Founder at Journey Wealth Management, LLC

About Me

Roy Gagaza entered the industry after retiring from serving as an officer in the military for more than 20 years. Now, he assists clients in working toward their retirement dreams by developing well-thought-out financial strategies. Roy’s professional goal is to help others receive the financial resources they need and the sound guidance they deserve. He respects his clients’ wishes and genuinely cares about helping them pursue their goals, all while striving to build and maintain long-lasting relationships with them and their families.

Throughout his career, Roy has worked closely with the highway patrol, local school districts, CPAs, and several Chambers of Commerce, as well as numerous individuals. His seminars continue to reach hundreds of pre-retirees and retirees in need of financial guidance to help preserve their assets, create retirement income strategies, and use tax-efficient strategies to potentially reduce their taxes. Roy graduated with a bachelor’s degree in business marketing from San Jose State University. He is a Financial Professional, CEP and RFC, and holds insurance licenses in Hawaii (458231), California (0L87925). Roy is married to Patricia. They have two daughters, Kyrie and Mackenzie, and one son, Grant. In his free time, he enjoys spending time in the water, playing golf, traveling, and reading.

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Portfolio

Roy Gagaza Portfolio

Recent News

Updating Your Estate Plan: Essential Steps and Considerations
June 11, 2024

Updating Your Estate Plan: Essential Steps and Considerations

Estate planning is a crucial aspect of financial management and legacy planning. Life circumstances change over time, which can significantly impact your estate plan. Regularly updating your estate plan ensures that your wishes are honored and your loved ones are provided for according to your current intentions. This article delves into the essential steps and […]

May 13, 2024

Mastering Tax Efficiency: A Comprehensive Guide to Effective Tax Planning

Tax planning is more than just number crunching; it’s about strategically managing your finances to minimize tax liabilities while maximizing your savings and investments. In today’s complex financial landscape, understanding the tools and resources available for effective tax planning is essential for individuals and businesses. This comprehensive guide will delve into the multifaceted world of […]

Securing Your Financial Future: The Art of Income Planning-The Complete Guide to Health Planning: Achieve Your Wellness Goals Today! - Roy Gagaza Suits
February 7, 2024

The Complete Guide to Health Planning: Achieve Your Wellness Goals Today!

In today’s fast-paced world, maintaining good health can often feel like a daunting task. With busy schedules, endless distractions, and conflicting information about what constitutes a healthy lifestyle, it’s easy to become overwhelmed and unsure of where to start. However, with the right approach to health planning, you can take control of your well-being and […]

How to Create an Effective Income Planning Strategy
January 15, 2024

How to Create an Effective Income Planning Strategy

Planning for your financial future is crucial to achieving financial security and independence. An essential aspect of this planning is creating an effective income strategy that ensures a steady income stream. Whether you are nearing retirement, in the early stages of your career, or somewhere in between, a well-thought-out income planning strategy is essential. This […]

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