Gonzalo Villamil is a Vice President and Financial Consultant with Retirement Benefits Group. With over 18 years’ experience, Gonzalo utilizes a twostep methodology when working with clients. First, a consultative approach to understand each client’s current financial situation. Second, an education-based approach to better assist clients understand how they may achieve their unique future retirement goals and objectives. This approach is imperative to Gonzalo’s business philosophy. He believes that a client must understand their customized retirement financial strategies and investments which will address their personal financial retirement goals. Gonzalo specializes in personal financial consultations working with IRA’s and other retirement vehicles such as 401(k), 403(b) and 457(b) plans. His uniquely customized personal financial retirement strategies are based on traditional investments vehicles such as Mutual Funds as well as Fixed and Variable Annuities. Gonzalo’s referral network of associates includes Attorneys, CPA’s and Real Estate Agents.
Originally from South America, Gonzalo grew up in a suburb of the San Francisco Bay Area but has also lived in Chicago, IL. He now resides in San Diego, California. He is fluent in Spanish and English. He has spent time serving his community in the past by sitting as a Board of Directors for two 501(c)(3) organizations serving the Hispanic Community. He was a member of the San Diego Navy League chapter and volunteered his time with the United States Naval Sea Cadet Corps, a youth program based at MCAS Miramar. A program which he was also a member of as a youth. Gonzalo enjoys camping along the Sierra Nevada’s, watching and playing soccer and snowboarding. He now dedicates his time to his family and enjoys coaching kids’ soccer teams.
Gonzalo is a licensed Life Insurance agent in California. He was a Finance Major in College and holds his FINRA Series 6 and 63.
- Individual Wealth Management