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Samuel Gaeta, Cfp® Email & Phone Number
Director and Senior Wealth Advisor
at
Mariner
1 phone found
area 775
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director and Senior Wealth Advisor
Location
San Francisco Bay Area, United States, United States
Who is Samuel Gaeta, Cfp®? Overview
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Quick answer
Samuel Gaeta, Cfp® is listed as Director and Senior Wealth Advisor at Mariner, based in San Francisco Bay Area, United States, United States. AeroLeads shows phone signal with area code 775 and a matched LinkedIn profile for Samuel Gaeta, Cfp®.
Samuel Gaeta, Cfp® previously worked as Founder, Director of Financial Planning at Defined Financial Planning and Investment Advisor Representative / Registered Representative at J.W. Cole Financial, Inc.. Samuel Gaeta, Cfp® holds Master Of Accountancy from University Of Nevada, Reno.
Company email context
Email format at Mariner
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Mariner
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Profile bio
About Samuel Gaeta, Cfp®
As the Founder of Defined Financial Planning, I am passionate about helping individuals, families, and institutions navigate the complexities of financial planning and capital allocation. With nearly a decade of experience in the financial industry, I specialize in designing comprehensive financial strategies that align with my clients' unique goals and values.When I’m not nerding out on financial plans I spend time with my wife, Kelsey, our two daughters, Gwyneth and Marianne, and our family dog, Lucy.Investment advisory services provided by Defined Financial Planning, LLC (“DFP”), an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.
Listed skills include Investments, Financial Planning, Retirement Planning, Wealth Management, and 30 others.
Current workplace
Samuel Gaeta, Cfp®'s current company
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4 roles
Samuel Gaeta, Cfp® work experience
A career timeline built from the work history available for this profile.
Founder, Director Of Financial Planning
Current
Sep 2020 - Present
Investment Advisor Representative / Registered Representative
Apr 2019 - Sep 2020
Investment Advisor Representative
Feb 2016 - Apr 2019
2 education records
Samuel Gaeta, Cfp® education
Master Of Accountancy
University Of Nevada, Reno
Financial Planning
The American College Of Financial Services
FAQ
Frequently asked questions about Samuel Gaeta, Cfp®
Quick answers generated from the profile data available on this page.
What company does Samuel Gaeta, Cfp® work for?
Samuel Gaeta, Cfp® works for Mariner.
What is Samuel Gaeta, Cfp®'s role at Mariner?
Samuel Gaeta, Cfp® is listed as Director and Senior Wealth Advisor at Mariner.
What is Samuel Gaeta, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 775 for Samuel Gaeta, Cfp® at Mariner.
Where is Samuel Gaeta, Cfp® based?
Samuel Gaeta, Cfp® is based in San Francisco Bay Area, United States, United States while working with Mariner.
What companies has Samuel Gaeta, Cfp® worked for?
Samuel Gaeta, Cfp® has worked for Mariner, Defined Financial Planning, J.W. Cole Financial, Inc., and Global Financial Private Capital, Llc.
How can I contact Samuel Gaeta, Cfp®?
You can use AeroLeads to view verified contact signals for Samuel Gaeta, Cfp® at Mariner, including work email, phone, and LinkedIn data when available.
What schools did Samuel Gaeta, Cfp® attend?
Samuel Gaeta, Cfp® holds Master Of Accountancy from University Of Nevada, Reno.
What skills is Samuel Gaeta, Cfp® known for?
Samuel Gaeta, Cfp® is listed with skills including Investments, Financial Planning, Retirement Planning, Wealth Management, Finance, Customer Service, Sales, and Management.
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