ABOUT ME
Let's begin with my professional bio:
My passion for financial services grew out of my own experiences and the valuable lessons I learned about what not to do with money. From an early stage, I recognized that understanding personal finance is the key to making a real difference in the world. I'm all about guiding my clients toward achieving their financial goals and dreams. With personalized strategies and expert advice, I'm committed to making their journey as smooth and successful as possible.
With three years of financial services experience and ten years in the financial industry, I currently hold the Life & Annuities License, Series 6, 63, and 65 investment licenses. In addition to joining Landmark Financial Group, I work as a financial analyst for a large defense corporation in which I manage a multi-million dollar contract. I obtained my B.S. in Business Administration & Finance at DeVry University as well as my M.B.A. from the Florida Institute of Technology.
Jay Gonzalez
Ok, enough with the boring stuff!
Click below if you want to get to know "THE REAL" me.
GET TO KNOW "THE REAL" ME
Obviously everything above is true, but that's the boring professional version of me.
Here's the reason I do what I do:
My mother is 1 of 19 siblings. Yep, that's right, I have 10 aunts and 8 uncles, and countless cousins! The best thing about such a huge family is our family get-togethers every year.
During one of these parties, I sat with one of my uncles and we started talking about traveling. I told him about the trips my wife and I took because we love traveling. Then, I asked him about his travels. He said he didn't travel much before because he didn't have money, and now he's too old to travel.
His answer hit me; it made me sad to think that after an entire life of work, he was never able to enjoy his life on his terms.
This is why I do what I do. I'm able to help people reach financial independence faster and I also provide the necessary strategies to enjoy life now and in the future.
Life is short so make sure you maximize every minute!
This is who I am:
I love hiking! That's actually what prompted me to start traveling. My current goal is to visit every national park in the U.S. I still have a long way to go but we're on the way and enjoying every moment. Not only travel and hiking, but I also love playing golf. I'm not that good but it's all about having fun right?
Here are some photos so you can get to know "THE REAL" me:
If you want to learn more about who I am personally, follow me on Instagram.
