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About Gavazza Wealth Management

Joseph Gavazza

Joseph Gavazza is the founder of Gavazza Wealth Management and has been a Financial Advisor since 2002. He specializes in asset accumulation, protection, and distribution through comprehensive wealth management strategies. He holds a Bachelor of Science in Business Administration with a concentration in Finance.

 

Cambridge Investment Research Broker / Dealer

 

Cambridge Investment Research, Inc. is an internally controlled financial solutions firm dedicated to serving independent financial advisors and their clients. We offer a flexible range of solutions in the areas of advice, growth, technology, independence, and more. Cambridge is guided by its core values of integrity, commitment, flexibility, and kindness.

We are innovators, problem solvers, and game changers. We are independent. We are Cambridge.

Learn more about Cambridge here.

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100K

Access to professional asset management services for over 100K 401(k), 403(b), and 457 plans.

20+

Years in business

Independent

Non captive means we can offer the best solutions from many companies

7 States

CA, MA, NM, NV, TX, WI, VA

Our Mission Is to Empower Your Financial Journey

We believe that with proper planning, everyone can transform their life and destiny. We exist for those who strive for a better quality of life.

Whether you want to save money for short-term financial needs, plan for retirement, or save for your child's education, we will provide you with the most effective financial strategies.

Personal Finance Best Practices

Asset Management

Navigate macroeconomic, fundamental, and technical currents to set your investment allocation on a direct course towards your goals

Insurance

Shop all highly rated insurance providers to get the best cost-benefit outcome

Taxes

Explore normal daily activities and lifestyle to help maximize tax benefits

Bring it Together

Overlay investment, insurance, and tax strategies for the most impactful solutions

Philosophy: The Medici Effect

The greatest innovation is produced when ideas from overlapping disciplines intersect

Investments  I  Insurance  I  Taxes

Design For Success

Info

Call: (510) 812-4739

Text: (415) 657-8055

joe@gavazza.com

Address

50 California St., Suite 1500
San Francisco, CA 94111

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  Cambridge’s Form CRS (Customer Relationship Summary)

  Fixed Insurance offered through Joseph Gavazza. California Insurance License 0D68420

Securities offered through Registered Representative of Cambridge Investment Research, Inc., a broker-dealer member FINRA & SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.

Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

Cambridge is not affiliated with Gavazza Wealth Management. 

Check out the background of this investment professional on FINRA’s BrokerCheck.

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