Meet The Team
The team behind Journey Wealth Management, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Roy Gagaza, CEP®, RFC™ President, CEO
Roy Gagaza entered the industry after retiring from serving as an officer in the military for more than 20 years. Now, he assists clients in working toward their retirement dreams by developing well-thought-out financial strategies.
Roy’s professional goal is to help others receive the financial resources they need and the sound guidance they deserve. He respects his clients’ wishes and genuinely cares about helping them achieve their goals, all while striving to build and maintain long-lasting relationships with them and their families.
Throughout his career, Roy has worked closely with the highway patrol, local school districts, Lockheed Martin employees, CPAs and several Chambers of Commerce, as well as numerous individuals. His seminars continue to reach hundreds of pre-retirees and retirees in need of financial guidance to help preserve their assets, create retirement income strategies and use tax-efficient strategies to potentially reduce their taxes.
Roy graduated with a bachelor’s degree in business marketing from San Jose State University. He is a Registered Investment Advisor, CEP and RFC, and holds insurance licenses in Hawaii (458231), California (0L87925), Oklahoma and Arizona.
Roy is married to Patricia. They have two daughters, Kyrie and Mackenzie, and one son, Grant. In his free time, he enjoys spending time in the water, playing golf, traveling and reading.
Patricia Gagaza Cfo/co-founder
Patricia uses her experience and commitment to top-notch customer service to provide clients with a relaxed, educational and personalized financial planning experience.
Watching her parents struggle with retirement savings inspired Patricia to help others avoid similar problems. So, after graduating from college, Patricia entered the financial industry and eventually co-founded Journey Wealth Management, a firm dedicated to helping individuals create financially sound futures. She truly enjoys providing clients with the services and resources necessary to help them live their ideal retirement.
Patricia has a bachelor’s in business from Wright State University in Dayton, Ohio.
In her free time, Patricia enjoys being outdoors, hiking, listening to music and going to concerts.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.