GOMEZ FINANCIAL PLANNING
Firm details
- Headquarters
- BAKERSFIELD, California
- CRD number
- 335503
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Gomez Financial Planning operates as a sole proprietorship focused on providing financial planning services and educational seminars. The firm emphasizes a personalized approach to financial advice, helping clients navigate their financial goals through tailored planning. While the firm does not engage in capital allocation or alternative investments, it aims to educate clients on various financial topics, enhancing their understanding of personal finance and investment strategies.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Victoria Gomez
Chief Compliance OfficerCRD 8054865
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BAKERSFIELD, CA
KERN
Location
BAKERSFIELD, CA
Headquartered in BAKERSFIELD, CA, in the West of the United States.
- Region
- West
- County
- KERN
- Address
- 9302 Chesaw Ct
- Time zone
- PT (UTC-8)
- Office locations
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