Anthony Gaytan on Clubhouse

Bio

👋 I help people transition from 9-5ers to entrepreneurs
📈 Financial literacy advocate
🚀 Launch your online financial services agency




Ex-Taco maker. I grew up in the restaurant industry. But made a change to join the financial literacy mission 5 years ago.

WHAT YOU CAN EXPECT

As a PFS Investments Registered Representative and Life Insurance representative, my goal is to help you reach your savings goals while providing the highest-quality customer experience. Our goals-based investing approach helps families:

- Establish an emergency fund
- Invest for the long term
- Utilize quality asset managers
- Generate retirement income


We help people prepare for the future by offering investments in:
- Mutual Funds
- Annuities

We use tax-deferred accounts:
- IRAs - Traditional and Roth

- 403(b) and 403(b)(7) plans
- College savings plans

Let’s connect!
Anthony Gaytan
Sr. Regional Leader
Phone: 214-609-4711
Email: [email protected]