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Gerald Gaeta
Gerald Gaeta
Managing Director | City National Rochdale
Dallas, Texas, United States
Gerald Gaeta
Summary
Gerald Gaeta is a highly accomplished Managing Director at City National Rochdale, specializing in advanced wealth planning for ultra-high-net-worth clients. With a career spanning over three decades, he has developed a robust expertise in financial advisory, estate planning, and tax mitigation strategies. Gerald has a unique background as a trust and estates lawyer, which enriches his financial planning approach. He has successfully led teams at prestigious institutions, including First Republic Bank and New York Life Insurance Company, focusing on comprehensive financial solutions for affluent individuals and business owners. His academic credentials include a JD from New York Law School and a Master of Science in Financial Planning from The American College. Gerald is passionate about supporting business owners through M&A processes and exit planning, showcasing his commitment to client success. He is also a Certified Exit Planning Advisor, underscoring his dedication to professional excellence.
Gerald Gaeta
Work Experience
Managing Director at
City National Rochdale
September 2020 - Present
Managing Director at
First Republic Private Wealth Management
September 2018 - September 2020
Advanced Planning Field Support Manager at
New York Life Insurance Company
April 2009 - September 2018
Advanced Planning Consultant- Pacific Zone at
New York Life Insurance Company
January 2003 - December 2008
Head of Financial Planning Dept. at
Allstate Financial Services, LLC
January 2001 - January 2003
Advanced Planning Consultant: Client Facing, Seminars, Top Producer Coaching at
New York Life Insurance Company
May 1997 - September 2001
Vice President: Personal Trust Services at
Wells Fargo
January 1992 - January 1995
Gerald Gaeta
Education
THE AMERICAN COLLEGE, Master Of Science In Financial Services (M.S.F.S.)
January 1999 - January 2000
Widener University, Bs, Ba
Frequently Asked Questions about Gerald Gaeta
What is Gerald Gaeta email address?
Gerald Gaeta's primary email address is ************@cnr.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Gerald Gaeta work for?
Gerald Gaeta is a Managing Director at City National Rochdale, a company specializing in Monetary Authorities-Central Bank.
Where Gerald Gaeta graduated from?
Gerald Gaeta holds a degree in from THE AMERICAN COLLEGE.
How can I directly contact Gerald Gaeta?
To contact Gerald Gaeta directly, you can use the email address ************@cnr.com. Complete contact information is available upon registration with Muraena.
Who is Gerald Gaeta?
Gerald Gaeta is a highly accomplished Managing Director at City National Rochdale, specializing in advanced wealth planning for ultra-high-net-worth clients. With a career spanning over three decades, he has developed a robust expertise in financial advisory, estate planning, and tax mitigation strategies. Gerald has a unique background as a trust and estates lawyer, which enriches his financial planning approach. He has successfully led teams at prestigious institutions, including First Republic Bank and New York Life Insurance Company, focusing on comprehensive financial solutions for affluent individuals and business owners. His academic credentials include a JD from New York Law School and a Master of Science in Financial Planning from The American College. Gerald is passionate about supporting business owners through M&A processes and exit planning, showcasing his commitment to client success. He is also a Certified Exit Planning Advisor, underscoring his dedication to professional excellence.
Gerald`s contact details
************@cnr.com
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