Five Star award winner Gary C. Sanson

PROFESSIONAL PROFILE

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Gary C. Sanson

Founding Partner & CEO

Financial Voyages, LLC.

425 Main St

Harleysville, PA 19438

Office: 215-256-7845

gary.sanson@financialvoyages.com
www.financialvoyages.com

Professional Approach

Gary Sanson is the president and founder of Financial Voyages. He has continued to build a successful, family oriented practice specializing in retirement and estate planning for individuals and small-business owners. As a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of financial industry experience, Gary upholds an ethical standard to put his clients first. He works closely with each client to determine their goals, develop a customized strategy, and monitor their progress with revising their plan on a continuous basis. Other designations that Gary has earned include the Chartered Financial Consultant® (ChFC®), Certified Fund Specialist® (CFS®), Registered Financial Consultant (RFC®), Chartered Advisor in Senior Living® (CASL®) and Accredited Estate Planner (AEP®) which is only awarded to estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. He graduated with honors in finance from Temple University and currently holds FINRA Series 6,7,24,26,63 and 65 licenses, in addition to numerous insurance licenses. He is currently a member of the Institute of Business and Finance, Society of Financial Services Professionals, and the National Association of Estate Planners and Councils. Additionally, Gary’s commitment to the community includes educating adults and youth on financial issues by teaching hundreds of classes through various local colleges, universities and high schools, and volunteers his time at various local organizations (food pantries, VA hospital, Ronald McDonald House, church). Gary has been honored with recognition by Philadelphia Magazine in its selection of “2014, 2015 and 2016 Philadelphia Wealth Managers”.* He has also previously served as the Chairman of the Finance Committee for a local church, on the Board of Directors for the American Red Cross and other privately held corporations.

See Accomplishments

This award was issued on 11/1/20 by Five Star Professional (FSP) for the time period 02/10/2020 through 09/11/2020. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4148 Philadelphia-area wealth managers were considered for the award; 366 (9% of candidates) were named 2020 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2019: 3910, 437, 11%, 11/1/19, 2/11/19 - 9/20/19; 2018: 3721, 439, 12%, 11/1/18, 2/20/18 - 9/19/18; 2017: 3022, 437, 14%, 11/1/17, 1/20/17 - 9/8/17; 2016: 2671, 660, 25%, 10/1/16, 3/5/16 - 10/7/16; 2015: 4696, 805, 17%, 11/1/15, 3/5/15 - 9/9/15; 2014: 4438, 856, 19%, 11/1/14, 3/5/13 - 9/9/13; 2013: 3354, 934, 28%, 10/1/13, 3/5/12 - 9/9/12; 2012: 2847, 773, 27%, 11/1/12, 3/5/11 - 9/9/11.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Financial Voyages, LLC and Cambridge are not affiliated.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.