Roy Y. Gagaza, esteemed founder and CEO of Journey Wealth Management, LLC, transitioned from a decorated 25-year military career in the U.S. Army to financial planning, where he now helps clients secure their financial futures. A San Jose State University graduate, he earned his bachelor's degree in business marketing, which laid the groundwork for his entrepreneurial journey. In 2010, he established his wealth management firm with offices in Hawaii and California, focusing on retirement planning and wealth preservation.

His firm, Journey Wealth Management, is recognized for its exceptional client service. It has received numerous accolades, including induction into the Advisors Excel Hall of Fame in 2023. He and his wife, Patricia, the CFO and co-founder, have fostered a culture of excellence and client-centered service that has repeatedly earned them the Advisors Excel Elite Advisor Award since 2018.

In his role, he utilizes his deep understanding of financial planning to offer tailored strategies that encompass growth, preservation, and legacy planning. His certifications as a Financial Professional, Certified Estate Planner, and Registered Financial Consultant enable him to provide comprehensive advice and innovative solutions that address clients' unique needs and aspirations.

He is passionate about education and empowerment, frequently hosting seminars to educate those approaching retirement. His holistic approach ensures that every strategy is personalized and considers all aspects of the client's financial life. His philosophy centers on building long-term relationships, and he believes that a deep understanding of his client's lives and goals is crucial to crafting effective financial plans.

Outside of work, Roy is a family man and an avid golfer. He enjoys traveling, reading, and spending time in the tropical waters of Hawaii.