Saundra H. Gattie

    Focus: Insurance Strategies, Business Owners, Business Succession Planning, Retirement Income Planning, Estate Planning, Group Benefits

    Languages: English

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    I am active in the community volunteering, hiking, love classic cars and the beach.



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    Satellite Office

    19900 MacArthur Blvd, Suite 900
    Irvine, CA 92606