Gonzalo M. Garcia, CLU
Founding Member at Insurance Network for Fiduciary Advisors- Claim this Profile
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Bio
John Lensi, CLU, ChFC, RHU, REBC, CMFC, LLIF, RFC
Gonzalo is the consummate professional in the insurance & financial services industry - I have known Gonzalo for over 25 years. He's understands distribution, life insurance products and applications for, advanced marketing, underwriting and all related subjects. I recommend his services.
Luke Kaplan
Gonzalo has the most positive reputation of anyone I have ever met in the insurance business. His honesty, fairness, and follow through make him respected by all- agents, brokers, and carriers alike. It was a pleasure getting to know Gonzalo as both a co-worker as well as a friend.
John Lensi, CLU, ChFC, RHU, REBC, CMFC, LLIF, RFC
Gonzalo is the consummate professional in the insurance & financial services industry - I have known Gonzalo for over 25 years. He's understands distribution, life insurance products and applications for, advanced marketing, underwriting and all related subjects. I recommend his services.
Luke Kaplan
Gonzalo has the most positive reputation of anyone I have ever met in the insurance business. His honesty, fairness, and follow through make him respected by all- agents, brokers, and carriers alike. It was a pleasure getting to know Gonzalo as both a co-worker as well as a friend.
John Lensi, CLU, ChFC, RHU, REBC, CMFC, LLIF, RFC
Gonzalo is the consummate professional in the insurance & financial services industry - I have known Gonzalo for over 25 years. He's understands distribution, life insurance products and applications for, advanced marketing, underwriting and all related subjects. I recommend his services.
Luke Kaplan
Gonzalo has the most positive reputation of anyone I have ever met in the insurance business. His honesty, fairness, and follow through make him respected by all- agents, brokers, and carriers alike. It was a pleasure getting to know Gonzalo as both a co-worker as well as a friend.
John Lensi, CLU, ChFC, RHU, REBC, CMFC, LLIF, RFC
Gonzalo is the consummate professional in the insurance & financial services industry - I have known Gonzalo for over 25 years. He's understands distribution, life insurance products and applications for, advanced marketing, underwriting and all related subjects. I recommend his services.
Luke Kaplan
Gonzalo has the most positive reputation of anyone I have ever met in the insurance business. His honesty, fairness, and follow through make him respected by all- agents, brokers, and carriers alike. It was a pleasure getting to know Gonzalo as both a co-worker as well as a friend.
Experience
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Insurance Network for Fiduciary Advisors
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United States
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Financial Services
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1 - 100 Employee
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Founding Member
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Mar 2022 - Present
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AgencyONE Insurance Marketing Group LLC
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United States
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Insurance
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1 - 100 Employee
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Managing Partner
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Feb 2010 - Present
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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Managing Director - Life Finance Group
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Jan 2008 - Feb 2010
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Crump Insurance
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United States
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Insurance
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200 - 300 Employee
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Executive Vice President
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Nov 1992 - Dec 2007
Responsible for The Potomac Group business unit and for cross-enterprise Advanced Markets sales support. Responsible for The Potomac Group business unit and for cross-enterprise Advanced Markets sales support.
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Managing Director
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Jan 1991 - Oct 1992
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Education
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1980 - 1984
Rice University
BA, Management Studies & Psychology -
1996 - 1998
The American College of Financial Services
CLU, Chartered Life Underwriter -
1984 - 1985
St. John's University
MBA, Insurance Management -
1975 - 1980
Colegio San Ignacio de Loyola
Community
