Meet Gilbert R. Harlan, MBA
CA Ins. Lic. # 0797580
Meet SMARTSPACE Tenant and New York Life Insurance Agent, Gilbert R. Harlan. Gilbert has been a long time tenant and knows the key to achieving long-term financial objectives is planning! A Financial Services Advisor specializing in Retirement, Estate, and Small Business Planning, Gil collaborates with other professionals such as Certified Public Accountants and Estate Planning Attorneys to complete the total client needs.
Whether your goal is to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security, it’s important to determine what you’d like to achieve financially and then map out a strategy. The good news is that it’s never too late to start!
As an Insurance Agent with New York Life and a Registered Representative of NY LIFE Securities LLC San Diego, CA, Gilbert has 25 years of experience to help you identify your financial needs and determine which insurance and financial products can best help you meet your objectives.
When it comes to starting a business, Gil believes making a business plan is essential and that writing down specific goals with plan milestones is a great way to achieve success. He recommends the book "Think and Grow Rich" to small business owners looking for influential advice, and makes client personal service and satisfaction his number one goal!
Contact Gilbert today to plan your financial future and receive a FREE NO OBLIGATION 1-Hour Financial Needs Analysis!