Legacy Financial
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MEET GERARD AND OUR TEAM
Gerard Ladalardo | NSSA®, CAPP™
Gerard is a proud veteran of the United States Marine Corps. Now based in Las Vegas with his wife, Kayoko, and their beloved dog, Sarge, Gerard is a licensed financial professional with over 16 years
of experience in the financial services industry.

Through his company, Legacy Financial LLC, and partners the WIN Group and the Virtual Family Office team based model - he is passionate about helping clients find peace of mind in retirement.
​He understands that financial security isn’t just about numbers—it’s about confidence, freedom, and enjoying the life you’ve worked hard to build. Whether it’s structuring a solid retirement plan, maximizing income streams, or protecting assets, he takes pride in crafting strategies that provide stability and long-term security.

​Driven by integrity and a genuine desire to help others, Gerard continues to make a lasting impact by empowering his clients with
the knowledge and tools they need to achieve financial success and
a stress-free retirement. 

Many people have financial pieces in place – like life insurance or retirement funds – but lack a cohesive strategy that includes vital elements such as tax mitigation, long term care, estate planning and asset protection. Today, everything is more complicated and we are living longer so being prepared is more important than ever. Our approach ensures you have a truly complete financial plan, integrating all these components.
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Income and Asset Protection Specialist

​USMC Veteran

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schedule a time to meet with Gerard

Meet Our Team

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Brett Riley
Marketing & Product Specialty

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Scott Soars
​Product Specialty

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Heather Schreiber
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Tax & Social Security Expertise

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PH: (949) 306-0353  |  E: [email protected]
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The information provided herein is the exclusive property of Legacy Financial, LLC, 2025. This material has been prepared for informational
​and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.
  • Home
  • About
    • Our Process
  • how we help
    • Decumulation
    • What's Your Retirement Score?
    • Small Business Owners
    • Asset Protection
    • Virtual Family Office
  • RS Book
  • Contact
    • Schedule