Alan Gama
Financial Advisor at Pesta & Pesta Wealth Management
Based in Lone Tree, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Lone Tree
Industry
Financial Services
Company size
4
Contact information
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a•••••••@pestaandpesta.com
Phone
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Background
About Alan Gama
As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional, my role is to analyze clients’ financial puzzle pieces, such as investments, insurance, taxes, trust and estate documents, and put those pieces back together in a picture that is most efficient for their retirement and wealth transfer goals. As clients move through the various chapters of their lives, this analysis equips them with strategies around cash flow planning, drawing social security, Medicare options, as well as charitable giving and planning for the next generation.
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