Gary C. Sanson,  CFP<sup>&reg;</sup> - Financial Advisor

Gary C. Sanson, CFP®

CFS, ChFC, AEP

President

Financial Voyages L.L.C.

425 Main St
Harleysville, PA 19438
(215) 256-7845 CONNECT WITH Gary
  • linkedin link

General

Gary Sanson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Voyages L.L.C. in Harleysville, PA and the surrounding communities.

Financial Advisor Overview

For more than 25 years, people have entrusted us with one of their most valuable assets – their financial wellness. Most people think our business is all about numbers; the truth is, our business is about building meaningful relationships, asking questions, providing personalized advice and guiding our clients though many financial decisions they will need to make throughout their lives. Our financial planning process is designed to walk alongside you during the most exciting and challenging times in your life. Financial planning is a long-term commitment. We provide accountability as a steadfast partner reminding you of your goals and dreams when life gets uncertain.

More

Financial Advisor Experience

Gary C. Sanson, CFP, CFS, ChFC, RFC, AEP, CASL has been working closely with clients for over 25 years, helping them obtain their financial goals. He is the CEO and Founding Partner of Financial Voyages L.L.C., Co-Founder of Financial Education Group and has continued to build a successful, family oriented, practice specializing in retirement planning, estate planning, college planning and insurance planning to both individuals and small business owners.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 26, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Certified Fund Specialist (CFS), Registered Financ

Insurance Licenses

  • Life insurance: Various
  • Fixed annuities: Various
  • Variable annuities: Various

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Career Change, Estate Planning, Investment Management, Insurance, Job Loss, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

More

Helpful Financial Planning Resources