As Office Manager, Gina has rejoined the Advanced Planning Group team and brings over 17 years of experience in both the Financial & Banking industry, having worked at Wells Fargo bank for 10 years prior to coming to the Advanced Planning Group in 2007.
It was at the Advanced Planning Group that Gina was introduced to the broader scope of Financial Planning, and to the Civil Service (CSRS) and Federal Employees Retirement Systems (FERS). She immediately embraced the APG vision, mission, and has since been committed to servicing our Federal Government clients by providing them with cost effective solutions to maximize their retirement benefits and savings.
Gina has always been a strong advocate for our valued clients and their families. Moreover, she has helped countless Government retirees maximize their retirement income by educating them on ways to reduce their cost for medical and other insurance benefits in retirement, while at the same time providing their families with the protection they need in the event of their untimely passing. This passion was further deepened by her own personal experience after losing a dear friend from cancer whose life insurance policy had been cancelled just prior to the diagnosis, and left the family financially devastated as he was the sole provider.
Gina holds her Life and Medicare licenses in the states of California, Arizona, Nevada and Texas. She continues to service our clients with their Life Insurance and Medicare needs, bringing cost savings alternatives. She has 2 amazing adult kids, 3 siblings, and her Mother and Father. In her spare time, she enjoys the outdoors… going on long walks and hiking, along with group fitness classes such as Zumba and Body Pump.
Medicare/Health & Life CA Lic. #0C98507