Gerard J. Vanderzanden, CLU, ChFC

Vanderzanden_JerryGerard J. Vanderzanden, CLU, ChFC
Co-Founder, Coastal Financial Partners Group

Jerry is co-founder and Executive Vice President of Marketing and Operations for Coastal Financial Partners Group. Coastal is an advanced life insurance general agency headquartered in Los Angeles, California, serving the needs of financial professionals and their business owner, professional and executive clients.

For 30 years, Jerry has held leadership positions across a diverse range of financial service institutions. After starting his career as a financial planner, he went on to numerous executive positions including; distribution and marketing management, product management, operations and advanced sales roles.

Before launching Coastal, Jerry was Managing Director of insurance services for First Allied Securities, where he built an advanced market insurance platform to serve the needs of that firm’s top advisors and their high net worth clients. Before joining First Allied, Jerry held high profile executive positions at MetLife in operations overseeing the carrier’s top producer programs and agency operations training and support teams after several years as the marketing officer for MetLife’s Western Zone agency distribution operations. In earlier carrier management assignments, he was responsible for insurance product management at Foresters, regional sales VP for American General and held key roles in advanced markets, nonqualified benefits marketing and product management in the home office and the field for Crown Life and the RE Lee Group.

For the past five years, his expertise with Lincoln Financial Group’s patented LifeComp® suite of nonqualified benefit and private estate solutions has led to cross-channel planning collaborations and being asked to serve on the LifeComp® Advisory Board.  Jerry was also recently invited to join a small number of advisors as inaugural members of Lincoln Financial Network’s Business Intelligence Institute.

Throughout his rich and diversified career, Jerry’s focus has always been on the planning needs of high net worth individuals and their businesses. His professional efforts are divided between a core passion for working with financial advisors in need of his expertise and his professional commitment to work with a group of select personal clients.

Jerry is a member of the Association for Advanced Life Underwriting and the National Association of Insurance and Financial Advisors. He also serves on the board, and is a past president of, the Golden Gate chapter of the Society of Financial Service Professionals. Jerry holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations from the American College. He holds FINRA Series 7, 24, 63 and life & health insurance licenses.