Gonzalo M. Garcia, CLU in

Gonzalo M. Garcia, CLU

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Founding Member at Insurance Network for Fiduciary Advisors
📍 Washington DC-Baltimore Area, United States

Gonzalo M. Garcia is the Managing Partner at AgencyONE, leveraging over 40 years of experience to help financial advisors mitigate client risk in wealth transfer and legacy planning. A graduate of Rice University with a CLU designation, he is frequently described by peers as a "consummate professional" and a "thought leader. "

He has served on the advisory councils for several major insurance carriers, including John Hancock, Prudential, AIG, and Mutual of Omaha.

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Experience
34 Years
Current Role
Founding Member
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Gonzalo shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Gonzalo cares about

Wealth Transfer
His entire career is focused on helping advisors manage mortality, longevity, and tax risk associated with the transfer of business and legacy assets.
Advanced Planning
Peers consistently recognize him for his deep expertise in advanced planning, product knowledge, and underwriting, enabling optimal solutions for complex client situations.
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Career

Work history

3-2022
Founding Member
Insurance Network for Fiduciary Advisors
2-2010
Managing Partner
AgencyONE Insurance Marketing Group LLC (a Specialty Program Group\HUB International Company)
1-2008 - 2-2010
Managing Director - Life Finance Group
Credit Suisse
11-1992 - 12-2007
Executive Vice President
Crump Life Insurance Services (formerly BISYS)
1-1991 - 10-1992
Managing Director
National Capitol Insurance Agency
In the press

Media appearances

Gonzalo M. Garcia – Bio – Insurance Network for Fiduciary Advisors (IN4FA). Featured in Insurance Network for Fiduciary Advisors (IN4FA)
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Education
1980 - 1984
BA
Rice University
1996 - 1998
CLU
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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