Blanca Longino

Client Services Associate

Blanca Longino has been a crucial part of our team for many years, and she brings with her a strong commitment and passion to servicing our clients. She is the glue to our team bond and completes our team with a breadth of industry knowledge.  Blanca has over 20 years of experience in financial services. Blanca works with her heart and is always looking for ways to provide the best support to our clients. Her caring personality makes everyone feel like family!

FUN FACTS ABOUT BLANCA:

In her spare time, she enjoys running and spending time with her family especially her grandkids, Adeline and twins Mateo and Emmett, who she loves to spoil! 

FAVORITE QUOTE:

“Today’s Accomplishments were Yesterday’s Impossibilities” – Robert Schuller

Josh Gerry

Chief Executive Officer

Josh Gerry is redefining succession planning for wealth advisors.

Widely recognized as one of the industry’s leading voices on advisor succession, Josh Gerry is CEO of VestGen Wealth Partners and a 2025 Luminaries Finalist in the M&A Leader of the Year category. He spearheaded the unprecedented merger of 10 advisory practices in December 2024 to launch VestGen, creating a fully integrated wealth management firm that empowers advisors to transition with confidence and aims to ensure clients’ continuity of care across generations. His leadership was recently profiled in a full-page InvestmentNews feature, “Seeking Success from Succession.”

With more than three decades in wealth management, Josh brings deep experience in succession, M&A, and growth strategy. Prior to VestGen, he co-founded Professional Wealth Advisors, LLC, where he scaled the firm to over $10 billion in assets while guiding advisors through successful practice transitions. He later served as CEO of Impetus Wealth Strategies, securing capital commitments to fuel advisor succession and expansion. His earlier leadership roles at AXA and MetLife gave him a deep understanding of large-scale advisor transitions across enterprise firms.

At VestGen, Josh leads the firm’s mission to solve one of the industry’s most pressing challenges: the $13 trillion in assets expected to transition as nearly 40% of advisors retire in the next decade. Josh brings both credibility and conviction to building the next generation of advisor leadership. He is a frequent speaker at industry conferences and contributes thought leadership on the future of succession planning and advisor M&A.

Josh holds a B.S. in Business Economics from UCLA.