Samuel Gaeta, CFP® is a Founder, Director of Financial Planning at Defined Financial Planning based in San Francisco Bay Area, United States, North America. 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.
Current Position: Founder, Director of Financial Planning
Company: Defined Financial Planning
Location: San Francisco Bay Area, United States, North America
Social: Professional profiles available
Network: Extensive professional connections