ROLAND GONZALEZ JR., CSSC, CMSP, CHSNC®

Roland Gonzalez, a native of South Texas, graduated from Texas A&M University in 2006, double-majoring in Political Science and History. Thereafter, he chose to broaden his life experience by pursuing a Master of Arts in Philosophy at King's College, the University of London. While completing those degrees, Roland further deepened his beliefs in valuing people, time, and serving the greater good.

Prior to joining the team at Sage Settlement Consulting, Roland was a Settlement Planner with The Settlement Alliance. He also had a successful career as a Financial Advisor at Morgan Stanley. There he specialized in the areas of portfolio analysis, risk management, and financial planning. Providing a holistic perspective, putting clients first, and doing the right thing are best practices that distinguished Roland from his peers. These skills and values-led Roland to the settlement planning industry where he truly found his calling. Through Sage and its strategic partners, Roland is able to assist with Structured Settlements, Attorney Fee Deferral Strategies, Minor’s Settlements, Trust Services, Medicare Set-Asides, Lien Resolution, Government Benefit Preservation, Wealth Management, and other Settlement Advisory Services. In short, Roland is well-positioned to walk legal professionals and claimants through and after the settlement process.

Roland currently resides in McAllen, Texas with his wife Megan and their four children. He is a devoted member of the Church and also sits on various boards pertaining to faith and philanthropy. In his spare time, he enjoys playing golf and traveling with his family.

Professional Licenses & Designations

Series 7 & 66 FINRA/NASAA Securities Licenses
General Lines Life, Accident, & Health Insurance License
General Lines Property & Casualty Insurance License
Certified Structured Settlement Consultant (CSSC)
Certified Medicare Secondary Payer Professional (CMSP)
Chartered Special Needs Consultant (ChSNC™)