Gaetan Policard

Gaetan R. Policard

BA, MLO, Investment Advisor Representative

Vice President

Retirement Planning – Investments – Medicare – Mortgage Loans – Business Planning

Gaetan R. Policard started his journey in the United States in 2001 where he attended and earned a Business Administration degree at Bryant University located in Smithfield, RI.  After graduating Gaetan moved to Florida and continued to grow and learn new skills in the business and finance industry. Gaetan has remained on top of the ever-changing world of financial planning through continuing education courses and specialized exams and certifications. He has secured and retained certifications in the following areas: Insurance, Medicare, Securities Investing, and Mortgages.

Gaetan has gained valuable experience working for a Fortune 500 company where he assisted Seniors as a Medicare Benefit Consultant. During that time, he discovered the needs and challenges that retirees were facing and became determined to find them a solution. Gaetan found his true calling at the Senior Advisor Corporation in 2014, where he quickly realized how the firm was making a true difference in the community by drastically improving the financial situation of many families. He now serves as the Vice President and an active Financial Advisor. With a hands on approach, Gaetan currently develops comprehensive retirement plans and investment strategies for clients at the Senior Advisor Corporation.

CONTACT ME

Comments are closed.