wiseradvisor

Gary Santos
Northern California Planners

Tel: (209) 476-8095
5635 Stratford Circle
Suite B-27
Stockton, CA 95207

About Northern California Planners


General Information

Insurance License#:   0609989
States Licensed in:   CA,NV,UT,AZ,OR


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Accident , Variable Life , Long Term Care , Annuity , Health , Life , HMO , Variable Annuity


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Compensation Methods:   Commissions , Based on Assets



Faqs

  • Do you have a customer satisfaction or refund policy? not at this time
  • What are your qualifications? What is your education background? LUTCF, AA Stockton College,attended USF,UOP
  • What is your approach to financial planning? analyze your goals, find and analyze your risk characteristics and monitor your ongoing plan make adjustments when needed
  • What services do you offer? depends on the needs of the client
  • How many clients do you currently manage? 300
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Gary Santos

Gary Santos

LUTCF