Gerry Gaeta is a Managing Director and Advanced Planner with First Republic Investment Management.Mr. Gaeta joined First Republic in 2018. Prior to joining First Republic, he served as Advanced Planning Consultant for the New York Life Insurance Company where he assisted high net worth individuals and business owners with their estate, asset protection, business succession and income tax planning. Prior to that, he managed the Individual Financial Planning Services Department of AllState/Lincoln Benefit Life and the Personal Trust Services Department of Prudential Securities Inc. Mr. Gaeta began his planning career over 30 years ago in private practice as a trust and estates lawyer.
Mr. Gaeta earned his JD from New York Law School, his Master of Science in Financial Planning from The American College, and a Bachelor of Science and Bachelor of the Arts from Widener University.
Wealth Management Experience: Since 1990
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