Samuel Gaeta, Cfp®

Samuel Gaeta, Cfp® Email and Phone Number

Director and Senior Wealth Advisor @ Mariner
San Rafael, CA, US
Samuel Gaeta, Cfp®'s Location
San Francisco Bay Area, United States, United States
Samuel Gaeta, Cfp®'s Contact Details

Samuel Gaeta, Cfp® personal email

Samuel Gaeta, Cfp® phone numbers

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.

Samuel Gaeta, Cfp®'s Current Company Details
Mariner

Mariner

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Director and Senior Wealth Advisor
San Rafael, CA, US
Samuel Gaeta, Cfp® Work Experience Details
  • Mariner
    Director And Senior Wealth Advisor
    Mariner
    San Rafael, Ca, Us
    View
  • Defined Financial Planning
    Founder, Director Of Financial Planning
    Defined Financial Planning Sep 2020 - Present
    Alameda, California, Us
    View
  • J.W. Cole Financial, Inc.
    Investment Advisor Representative / Registered Representative
    J.W. Cole Financial, Inc. Apr 2019 - Sep 2020
    Tampa, Fl, Us
    View
  • Global Financial Private Capital, Llc
    Investment Advisor Representative
    Global Financial Private Capital, Llc Feb 2016 - Apr 2019
    Sarasota, Florida, Us
    View

Samuel Gaeta, Cfp® Skills

Investments Financial Planning Retirement Planning Wealth Management Finance Customer Service Sales Management Leadership Marketing Strategy Marketing Time Management Forecasting Budgets Public Speaking Portfolio Management Financial Analysis Financial Risk Equities Private Equity Strategic Planning Strategy Business Development Financial Advisory Account Management Asset Management Asset Allocation Securities Investment Strategies Accounting Trusts Risk Management Estate Planning Financial Services

Samuel Gaeta, Cfp® Education Details

  • University Of Nevada, Reno
    University Of Nevada, Reno
    Master Of Accountancy
  • The American College Of Financial Services
    The American College Of Financial Services
    Financial Planning

Frequently Asked Questions about Samuel Gaeta, Cfp®

What company does Samuel Gaeta, Cfp® work for?

Samuel Gaeta, Cfp® works for Mariner

What is Samuel Gaeta, Cfp®'s role at the current company?

Samuel Gaeta, Cfp®'s current role is Director and Senior Wealth Advisor.

What is Samuel Gaeta, Cfp®'s email address?

Samuel Gaeta, Cfp®'s email address is sg****@****ail.com

What is Samuel Gaeta, Cfp®'s direct phone number?

Samuel Gaeta, Cfp®'s direct phone number is +177574*****

What schools did Samuel Gaeta, Cfp® attend?

Samuel Gaeta, Cfp® attended University Of Nevada, Reno, The American College Of Financial Services.

What are some of Samuel Gaeta, Cfp®'s interests?

Samuel Gaeta, Cfp® has interest in Portfolio Management, Living An Active Lifestyle, Armutsbekämpfung, Tax Strategy, Allocation Strategy, Financial Analysis, Options Trading, Fundamental Analysis, Financial Planning.

What skills is Samuel Gaeta, Cfp® known for?

Samuel Gaeta, Cfp® has skills like Investments, Financial Planning, Retirement Planning, Wealth Management, Finance, Customer Service, Sales, Management, Leadership, Marketing Strategy, Marketing, Time Management.

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