Broker Check
Gerald Guintu, CFP®

Gerald Guintu, CFP®

Financial Advisor, Chief Compliance Officer

Gerald Guintu has been part of the Wagner Loftin Investment Services team since 1999. He is a financial advisor that focuses on assisting clients achieve their dreams. As the firm has grown, Gerald has participated in their systems development and integrations. He is also responsible for all compliance activities for Wagner Loftin Investment Services.

As an Investment Representative with Osaic Wealth, Inc. Gerald also holds Series 6, 7, 63 and 66 securities registrations. Additionally, he is a licensed California life, disability and health agent. Gerald is a CERTIFIED FINANCIAL PLANNER™ practitioner.

He graduated with a Bachelor of Science in Business Administration, option in Marketing Management from California State University, Hayward.

Gerald chooses to be constantly involved with the community. He has been a featured speaker at Evening for Success, a black-tie lecture event and fund raiser at the Dean Lesher Regional Center that benefited youth leadership. He has also volunteered his time as a mentor for a program formerly known as Operation Dream, currently operating as Camp Choice, for underprivileged children.

Gerald is an avid adventurer.

He holds a 5th Degree Black Belt, and the title of Associate Professor with the American Kenpo Training System. He owned Karate Ways in Pleasant Hill, CA from 1992 – 2006. He has competed in full contact kickboxing and international tournaments. As a member of the US Kenpo Team, he has held championship titles in Europe and the United States.

Another passion has been rock climbing. His home crag was Mt. Diablo’s lower and middle tier. Some of Gerald’s most memorable climbs: Yosemite’s Lost Arrow Spire (complete with Tyrolean traverse), Lake Tahoe’s Lover’s Leap, Donner Summit’s Ariel, the Grotto in Sonora and bouldering in Berkeley.

Gerald holds a D License in skydiving, his home drop zone for many years was Byron’s Bay Area Skydiving. He’s enjoyed skydives at Arizona’s-Eloy, San Diego, Cloverdale, Lodi, and Star Skydiving in Idaho. He has also spent time in the air tunnel in Las Vegas.

He enjoys spending time at home and travelling with his wonderful wife, Jill, and their dogs Scarlet & Elvis -- both miniature pinschers.

CA Insurance License # 0D86935