Gerard Ladalardo, CCFS® 
Founder & Managing Partner

Advisor. Veteran. Community Member

Professional Bio

Gerard has been in the financial industry for over 18 years in Mortgage, Health, Life Insurance, Retirement Planning and Asset Protection. Gerard focuses on protecting clients from having all the risk of getting sick, running out of money or dying sooner than expected and protecting what you have and at the same time preparing for future healthcare costs, taxes and unexpected financial costs. It's a priority to help clients outlive their money.


Gerard is licensed in 30 states to help clients in many areas of the country. He also works with businesses on many different strategies for business owners to reduce taxes, reduce risk and reduce expenses.

Gerard was born and raised in Morris Plains, NJ. Graduating from Morristown High School in 1986, taking some classes at CCM for 1 year and enlisted in the US Marines shortly after. His mom, 2 sisters and a brother and many family members live in theTri-State area. Working with and meeting new people is part of his passion. Gerard's a NY Giants Fan.

Personal Bio

Disabled Veteran

Gerard is a disabled veteran, serving in the U.S. Marines. He graduated from boot camp in Parris Island, S.C. and was stationed in Camp Pendleton, California and Okinawa, Japan, including multiple deployments. He was honorably discharged from the Marines in 1997. The military gave him the structure, discipline and drive to accomplish anything.

Certified College Funding Specialist - CCFS

Certified College Advisor - CFS

Master Mason - Nevada Masonic Lodge

Nevada Insurance Lic# 998557

Catalina Fun Run Co Organizer

Active Community Member

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