About Julio Gerena
Julio brings 18 years of experience in the mortgage lending industry and 6 years in insurance and financial services. With a deep understanding of mortgage lending and business, he has built a strong reputation for relationship building at both the wholesale and retail levels.
Julio’s expertise goes beyond numbers—he’s passionate about helping individuals and businesses navigate the complexities of financial planning, lending, and securing their future. Whether you’re looking for mortgage solutions, insurance insights, or financial guidance, Julio is the expert you want in your corner!
Connect with Julio today and take the next step toward financial success!
Meet the Team
The financial advisors and agents at LegacyOne each have different accreditations, backgrounds, focus areas, and experiences which they use collaboratively to help clients. We invite you to browse through these individual pages to learn more about each team member, their backgrounds, and their approach to their work. You can set up a virtual meeting with any of these advisors individually, or contact us to send us a message.
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Resource Library
We believe that you should understand one of the most important resources you have: your money. That’s why we provide these educational resources, and we invite you to read, watch, download, and learn about the basics of finance and retirement. Remember, we are here to help you develop and implement your own personalized financial and retirement plan. Please feel free to reach out if you have any questions, we would love to speak with you.
