Samuel Vasquez Gaeta, CFP^®

Founder, Director of Financial Planning

Defined Financial Planning, LLC

899 Northgate Dr, Suite 302
San Rafael, CA 94903

FINANCIAL ADVISOR'S WEBSITE

www.definedplanning.com

(510) 200-8655 CONNECT WITH Samuel

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

General

Samuel Gaeta is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Defined Financial Planning, LLC in San Rafael, CA and the surrounding communities.

Financial Advisor Overview

At Defined Financial Planning, our clients are at a point in their lives when they need help adjusting their sails to find their true course. Whether planning for retirement or navigating one of life’s many financial transitions, they come to us because they’re unsure about the best strategy to reach their financial goals. It’s our mission to help them dig deeper to clarify and prioritize their goals. We help our clients build a customized financial solution that helps them achieve optimal results. We cut through the noise to help our clients focus on a strategy that addresses their unique needs. We meet them where they are now in order to turn their financial unknowns into the best possible voyage toward future financial success.

Financial Advisor Experience

As Principal and Director of Financial Planning, I help clients identify financial goals and make plan recommendations using the five domains of financial planning - Cash Flow, Investments, Insurance, Taxes, and Estate. I am responsible for prioritizing clients' financial objectives and effectively implementing their investment plans. I actively monitor the ever-changing nature of clients' financial and investment plans.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance
Health/disability insurance

Broker-Dealer Disclaimer

Defined Financial Planning, LLC (“DFP”) is a registered investment adviser offering advisory services in the state(s) of California, Nevada, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Insurance, Real Estate, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Personal Taxes