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Patricia Marie Kessler

GOYETTE FINANCIAL PLANNING, INC·THOUSAND OAKS, California
Clean recordGOYETTE FINANCIAL PLANNING, INC
25 W ROLLING OAKS DRIVE, THOUSAND OAKS, CA 91361CRD# 7665184Firm CRD# 133566

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Marie Kessler · THOUSAND OAKS, CA
Registration
CRD #7665184 · GOYETTE FINANCIAL PLANNING, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patricia Marie Kessler is a registered financial advisor based in THOUSAND OAKS, California, affiliated with GOYETTE FINANCIAL PLANNING, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GOYETTE FINANCIAL PLANNING, INC
GFP WEALTH MANAGEMENT
AUM
$147M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at GOYETTE FINANCIAL PLANNING, INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7665184
Firm CRD# 133566
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Marie Kessler offer?
Patricia Marie Kessler specializes in Financial Planning, Investment Management. Contact their office in THOUSAND OAKS, California for a consultation.
What are Patricia Marie Kessler's credentials?
Patricia Marie Kessler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Marie Kessler located?
Patricia Marie Kessler is based in THOUSAND OAKS, California, working with GOYETTE FINANCIAL PLANNING, INC. Their office serves clients in the THOUSAND OAKS metropolitan area and surrounding communities.
How does Patricia Marie Kessler charge for services?
Patricia Marie Kessler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOYETTE FINANCIAL PLANNING, INC?
GOYETTE FINANCIAL PLANNING, INC has approximately 1 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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