The Representatives of Pension Portfolios

 

MEET THE TEAM

  Scroll down to Meet the Financial Advisors* of Pension Portfolios

 



Gary T. Charlebois
Click here to contact Gary


Gary T. Charlebois founded Pension Portfolios in l987 and has been in the financial planning industry since 1981. He holds Securities Principal and General Securities registrations as well as Life and Disability Agent license (CA Insurance Lic. # 0655605). Gary was raised in the Pomona Valley area. He received his Associate of Science degree in Aviation from Mt. San Antonio College in Walnut, California; his Bachelor of Science degree in Marketing and his Master of Business Administration from Cal Poly, Pomona. Gary is a retired Air Force Reservist. He served at Norton Air Force Base in San Bernardino, California where he was a Flight Engineer on the Lockheed C141B Starlifter, a four-engine jet transport. He has lived in La Verne since 1982 with his wife and family.  Gary  is now the "Flying Advisor."  His  goal is to fly around the western states visiting his clients.
 



Norman B. Tucker
Click here to contact Norm


Norman B. Tucker holds a General Securities registration as well as a Life and Disability Agent license (CA Insurance Lic. # OB53021).  He received his Associate of Science degree in Police Science from Chaffey College in Alta Loma, California; his Bachelor of Arts degree in Sociology from Cal State University San Bernardino and his Master of Arts in Management from the University of Redlands. While at Redlands, Norm was the recipient of the Gordon C. Atkins Scholarship Award for outstanding academic performance. He is retired from GTE after 20 years of service and joined Pension Portfolios in 1994.  He is the former President of the Inland Chapter of the Financial Planning Association and past Program Chairman of the Pomona Rotary. Norm maintains a satellite office in La Quinta where he resides with his wife Lezlie.

 

 

Robert G. Charlebois
Click here to Contact Robert

Robert Charlebois is a Registered Representative of Royal Alliance Associates, Inc., a registered broker-dealer, Member FINRA/SIPC.  He holds Series 6, 63 and 65 registrations.  He is a licensed Life, Disability and Variable Contracts Agent with the State of California (CA Insurance Lic. # 0D35549). He has been a member of the Pension Portfolio team since 1997.  He attended both Chaffey College and Cal Poly, Pomona.   Robert is a member  of the La Verne Chamber of Commerce.



Gregory T. Charlebois

Click here to contact Greg

Gregory T. Charlebois is a Registered Representative of Royal Alliance Associates, Inc., a registered broker-dealer, Member FINRA/SIPC.  He holds both a Series 6 and 63 registrations.  He is a licensed Life, Disability and Variable Contracts Agent with the State of California (CA Insurance Lic. #0G49179).  Greg earned his Bachelor of Science degree in Business Administration from the University of La Verne in 2004.  He studied aboard in Greece through the University of La Verne.  Greg follows the economy and would be pleased with the opportunity to discuss economic trends.  He has been a member of the Pension Portfolios' team since 2004.   He resides in La Verne with his wife Kristin and two children.