Roy Gagaza

Roy Gagaza retired from the U.S. Army in 2008 after an illustrious 25-year career as an officer, during which he was awarded the Bronze Star twice for his courage and dedication. These distinctions set the stage for his next venture into finance, where he has since applied the discipline and strategic planning skills honed in the military to his role as a financial leader.

Educational Foundation and Financial Innovation

His academic achievements at San Jose State University, where he earned a bachelor's degree in business marketing, gave him a solid foundation for transitioning seamlessly into the financial industry. With the rigor and precision of a seasoned military officer, he established Journey Wealth Management, LLC in 2010. The company now boasts multiple offices across Hawaii and California, including locations in Waipahu, Honolulu, and Manteca.

Professional Credentials and Client Services

As a certified Financial Professional, Certified Estate Planner (CEP), and Registered Financial Consultant (RFC), he brings a comprehensive range of skills to his financial advisory role. His qualifications enable him to cater to various financial needs, from estate planning to retirement strategies. Roy is also licensed to sell insurance in Hawaii and California, which complements his holistic approach to financial planning.

Recognition for Excellence

His commitment to providing outstanding financial services has earned him numerous awards and recognitions. Notably, he and his wife Patricia, the co-founder and CFO of Journey Wealth Management, were honored with induction into the Advisors Excel Hall of Fame in 2023. His consistent achievements have also been recognized with several Advisor Awards, underscoring his relentless pursuit of excellence and innovation in financial management.

Family and Personal Life

His personal life is deeply rooted in family values. He and Patricia have raised three children who have pursued successful careers, inspired by their parents' dedication and work ethic. His interests outside of work include marine activities, golf, travel, and literature, reflecting his appreciation for life's diverse experiences and the importance of maintaining a balanced lifestyle.

Engagement in the Community

He actively participates in his local community, contributing to educational initiatives and collaborating with various organizations to promote economic development and public safety. His commitment extends beyond professional services, as he aims to enhance his community members' financial literacy and overall well-being through workshops and seminars.

Tailored Financial Strategies

In his professional practice, he emphasizes the importance of personalized financial advice. He avoids the impersonal, transaction-oriented approach typical of the broader financial services industry, choosing instead to build lasting relationships with his clients. This strategy enables him to fully understand and meet their individual financial goals, providing tailored advice that leverages both conservative and growth-oriented financial strategies.

Advocating for Financial Prudence and Growth

His financial philosophy is balanced. He advocates prudent asset management complemented by strategic growth opportunities. This balanced strategy protects his clients' investments and positions them for potential financial gains, ensuring a stable and prosperous economic future.

Dedicated Support for Veterans

Given his military background, he is exceptionally dedicated to supporting military veterans and their families. He offers specialized financial planning services designed to address the challenges faced by veterans transitioning to civilian life, providing them with the necessary tools and advice to achieve economic stability and success.

A Legacy of Integrity and Service

Roy Gagaza's career is a testament to the values of integrity, dedication, and service. Through his leadership at Journey Wealth Management, LLC, he continues to influence the financial industry positively, ensuring that his clients receive the highest quality of service while promoting a legacy of financial education and community involvement. As he guides his clients toward achieving their financial goals, he remains pivotal, exemplifying how disciplined leadership can translate into successful business practices and meaningful community contributions.