gus-zefkeles

Gus Zefkeles

ChFC®, CLU®

Biography

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Education

Bachelor Degree from The University of Washington in Business Administration (Finance)

Hobbies

Golf

Affiliations & Memberships

Chartered Life Underwriter (CLU)
Charter Financial Consultant( CHFC)
Series 7 Securities License

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Retirement Income Planning
  • Estate Planning
  • Investment Strategies (Reg. Reps Only)

Languages

  • English

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck