Loyal | Advocate | Objective | Independant | Commited
At Gavazza Wealth Management we are listeners, questioners, and collaborative problem-solvers. We are passionate advocates for building and preserving your wealth. We are smart, experienced, and polished. We are advisors who get things done.
Our clients are individuals, families, and small businesses. All of which are served through a comprehensive wealth management process.
Wealth Management is a consultative process of understanding and meeting the needs of each client by listening to the client and providing the appropriate financial services:
1. Understand the needs and goals of each client.
2. Explore financial services that will best fulfill the needs of the client.
3. Provide ongoing collaboration and periodic reviews to keep client on track.
Our mission at Gavazza Wealth Management is to partner with each client to evaluate needs, goals and resources, then develop a plan to provide risk analysis and implement strategies to achieve success.
Keep up to date with news releases and what's coming next on issues that will affect your future. If you want to benefit form a professional independent financial advisor then head to our Contact page and connect with us to set up a consultation.
Founder of Gavazza Wealth Management and Finacial Advisor since 2002 . He manages asset accumulation, protection, and distribution via wealth management strategies. Mr. Gavazza has earned a Bachelor's of Science in Business Administration with an emphasis on Finance. He has also earned certifications:
Series 7 - General Securities
Series 63 - Uniform Securities Agent State Law
Series 65 - Investment Advisor Representative
Life, Health, and Variable annuities license
CRTP - California Registered Tax Preparer
Cambridge Investment Research Broker/Dealer
Cambridge Investment Research, Inc. is an independent, privately owned broker-dealer with over $100 billion of assets under management, more than 600 associates, and over 3,000 independent registered representatives serving hundreds of thousands of clients. Cambridge has been honored as ‘Broker Dealer of the Year’ for 2014, 2013, 2012, 2010, 2008, 2007, and 2003 by Investment Advisor magazine