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Stephan R Goyette

GOYETTE FINANCIAL PLANNING, INC·THOUSAND OAKS, California
Series 65Clean record21 years registeredGOYETTE FINANCIAL PLANNING, INC
25 W ROLLING OAKS DRIVE, THOUSAND OAKS, CA 91361CRD# 4891103Firm CRD# 133566

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephan R Goyette · THOUSAND OAKS, CA
Registration
CRD #4891103 · GOYETTE FINANCIAL PLANNING, INC · 21 years registered
Brand Profile
Not yet started
01

Career History

MISSION WEALTH MANAGEMENT, LP
May 2026 – present
GFP WEALTH MANAGEMENT
Feb 2005 – Jun 2026
THOUSAND OAKS, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 10, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOYETTE FINANCIAL PLANNING, INC
CRD 133566 · SEC 801-127509
AUM
$147M
Regulatory assets under management
Employees
1
172 client accounts
Services offered by GOYETTE FINANCIAL PLANNING, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GOYETTE FINANCIAL PLANNING, INC →
Introduction

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Frequently Asked Questions

What services does Stephan R Goyette offer?
Stephan R Goyette specializes in Financial Planning, Investment Management. Contact their office in THOUSAND OAKS, California for a consultation.
What are Stephan R Goyette's credentials?
Stephan R Goyette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephan R Goyette located?
Stephan R Goyette 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 Stephan R Goyette charge for services?
Stephan R Goyette'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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