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About Us

Gary Smith - Money Planning Center

Gary Smith

Background

Bear Flag Companies

Graduated: UC Berkeley

After graduating, I worked in all of the areas represented by the licenses below:

Real Estate Licenses

  • Real Estate Broker California #00692408
  • Mortgage Agent California #00692408
    (pending renewal)

Insurance Licenses

  • CA Department of Insurance # 0631991
  • National Producer Number 2716880
  • Accident and Health
  • Medicare Advantage Certified
  • Casualty Broker-Agent
    (commercial property casualty)
  • Life-Only Agent
  • Annuity certified
  • Property Broker-Agent
    (personal property casualty)

Previously

  • NASD licenses 6, 7, 65, and Registered Investment Advisor
    (approx. 20 years)

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