GOYETTE FINANCIAL PLANNING, INC of THOUSAND OAKS, CA is an SEC-registered investment adviser (CRD 133566). Regulatory assets under management: $196.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Stephan R Goyette | PRESIDENT & CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Patricia Marie Kessler | TRUSTEE | — |
| GOYETTE STEPHAN R | PRESIDENT & CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| KESSLER PATRICIA MARIE | TRUSTEE | — |