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

Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Compensation Methods:   Commissions, Based on Assets


  • 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