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Roy Gagaza
Financial Professional
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Roy Gagaza

Financial Professional
Roy Gagaza, a seasoned veteran of the U.S. Army, retired in 2008 after a distinguished 25-year career as an officer. During this time, he was twice honored with the prestigious Bronze Star for heroic actions against enemies of the United States. His transition from military service to the financial sector was seamless, thanks to his educational foundation in business marketing obtained from San Jose State University between 1984 and 1988. In 2010, he founded Journey Wealth Management, LLC, a firm that quickly expanded under his leadership, now boasting offices in Waipahu, Honolulu, Hawaii, and Manteca, California. As CEO, he has been instrumental in guiding his clients toward achieving secure financial futures, mainly focusing on retirement planning. His professional certifications include being a Certified Estate Planner (CEP) and a Registered Financial Consultant (RFC), qualifications that underscore his depth of knowledge and commitment to his clients. His service excellence has been recognized repeatedly through numerous awards, including induction into the Advisors Excel Hall of Fame in 2023 alongside his wife, Patricia, the CFO and co-founder of the firm. Their teamwork extends beyond business into their personal lives, where they share the joys and challenges of raising their three children: two daughters, Kyrie and Mackenzie, and a son, Grant. In his downtime, he finds solace and joy in tropical sceneries, improving his golf skills, traveling, and reading. The idea for Journey Wealth Management emerged from a realization during his military career about the necessity for robust retirement planning. This led him to initiate and lead financial education seminars, a successful venture that laid the groundwork for his business and helped countless individuals navigate retirement planning. His days are varied and dynamic, filled with travels, seminars, and personal consultations that cater to a broad client base across Hawaii and California. His approach to business is highly relational; he believes in the power of solid client relationships to bring retirement dreams to fruition. At Journey Wealth Management, he champions a philosophy that counters modern society's fast-paced, transient trends, emphasizing instead the enduring value of personal connections and long-term planning. His business strategies revolve around growth, protection, and legacy planning, ensuring that each client's unique needs are met with tailored solutions. He also values community engagement, partnering with local schools, law enforcement, and chambers of commerce to enrich his professional network and community ties. A steadfast dedication to integrity, service, and client success marks Roy Gagaza's career transition from military officer to financial guru. His leadership at Journey Wealth Management inspires confidence and economic security among his clients, fostering environments where personal relationships and thorough planning pave the way to fulfilling retirements.
Journey Wealth Management, LLC
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San Jose State University
California, United States
United States

Professional Background

  • Current status
    Employed
    Not open to opportunities
  • Profession
    Financial Advisor
  • Fields
    Finance
  • Work experience
    10-15 years (10-15 years relevant)
  • Management
  • Skills
    Excel
    Java
    PowerPoint
    Microsoft Office
    Word
    Canva
  • Languages
    English
    Fluent
  • Highest level of education

Job search preferences

  • Desired job type
  • Desired positions
  • Desired work locations
  • Freelance

Work Experience

Founder and CEO

Jan 2010 - Present
Hawaii, United States

Gradient Securities LLC

Feb 2010 - Oct 2015
5 yrs 9 mos
California, United States

Army Officer

May 1986 - Sep 2008
22 yrs 5 mos
California, United States

Education

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Other
Bachelor of Applied Science - BASc
1984 - 1988