Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Gerard is a proud veteran of the United States Marine Corps. Now based in Las Vegas with his wife, Kayoko, and their beloved dog, Sarge, Gerard is a licensed financial professional with over 16 years of experience in the financial services industry. Through his company, Legacy Financial LLC, and partners the WIN Group and the Virtual Family Office team based model - he is passionate about helping clients find peace of mind in retirement. He understands that financial security isn’t just about numbers—it’s about confidence, freedom, and enjoying the life you’ve worked hard to build. Whether it’s structuring a solid retirement plan, maximizing income streams, or protecting assets, he takes pride in crafting strategies that provide stability and long-term security. ​Driven by integrity and a genuine desire to help others, Gerard continues to make a lasting impact by empowering his clients with the knowledge and tools they need to achieve financial success and a stress-free retirement.