Gerald J. Clericuzio, CLU®, ChFC
Chairman, General Agent
Gerald Clericuzio is the Chairman of Planning Alliance. He oversees the growth of the firm as well as that of Planning Alliance Brokerage, the independent brokerage wing of the firm. He also serves on the Planning Alliance Board of Directors.
Gerald has been a driving force in the financial services and insurance industry for over 40 years. He began his insurance career after graduating from Vanderbilt University in 1971 and serving with honorable distinction in the United States Army National Guard. He successfully built two brokerage divisions for two renowned life insurance companies.
Gerald has been the recipient of numerous industry and firm awards. He has served as Local Chapter President of the National Association of Insurance and Financial Advisors as well as the National Society of Financial Service Professionals.
Registered Principal of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street Ste 202, Shrewsbury, NJ 07702. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.