Learn more about managing your money and reducing your financial risks visit www.MoneyPlanningCenter.com
Gary Smith’s Current Licenses
Real Estate Licenses
Real Estate Broker California #00692408
Mortgage Agent California #00692408
(Pending renewal)
Insurance Licenses
CA Dept of Insurance # 0631991
National Producer Number 2716880
Accident and Health
Medicare Advantage certified
Casualty Broker-Agent
(Commercial property casualty)
Life-Only Agent
Annuity certified
Property Broker-Agent
(Personal property casualty)
Prior Licensing
Securities Licenses: series 6, 7 and 65
Registered investment advisor
U.C. Berkeley Graduate
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