Speaker

Roy Y. Gagaza

Roy Y. Gagaza

Financial Professional

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The CEO and Founder of Journey Wealth Management, LLC, Roy Y. Gagaza retired in 2008 after nearly 25 years of distinguished service as an officer in the U.S. Army. Throughout his military career, he was awarded the Bronze Star twice for "Heroic or meritorious Achievement…while engaged in an action or operation against an enemy of the United States."

Before joining the military, he earned a bachelor's degree in business marketing from San Jose State University, attending from 1984 to 1988. This education paved the way for his full-time entry into the financial sector following his retirement. He established Journey Wealth Management, LLC, in January 2010 and has since managed it successfully. He operates two offices in Hawaii, in Waipahu and Honolulu, and one in Manteca, California.

He works closely with his clients to secure their financial stability during retirement. Pursuing this goal, he has achieved accreditation as a Financial Professional, a Certified Estate Planner (CEP), and a Registered Financial Consultant (RFC). Additionally, he holds insurance licenses in Hawaii (458231) and California (0L87925).

He has been honored with several awards and recognitions for his exceptional service to his clients. On January 5, 2023, he and his wife Patricia, the co-founder and CFO of Journey Wealth Management, were inducted into the Advisors Excel Hall of Fame. He has been consistently recognized with the Advisors Excel Elite Advisor Award each year since 2018, the Security Benefit Elite Advisor Award in 2018 and 2020, and the Allianz Century Award for achieving $100 million in premium.

Roy Y. Gagaza

Financial Professional

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