DEFINED FINANCIAL PLANNING LLC of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 310137). Regulatory assets under management: $137.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Samuel Vasquez Gaeta | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER | — |
| Brianna Nicole Gutierrez | DIRECTOR OF OPERATIONS, MEMBER | — |
| SMITH M GREGORY | DIRECTOR OF TAX PLANNING | — |
| COOPER MARTEL JED | DIRECTOR OF INVESTMENTS | — |
| Gaeta Samuel Vasquez | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER | — |
| Vasquez Richard Anthony | PARTNER | — |
| Gutierrez Brianna Nicole | DIRECTOR OF OPERATIONS, MEMBER | — |