Samuel V. Gaeta, CFP®

Principal and Director of Financial Planning

For nearly a decade, I have specialized in the development of financial planning strategies specifically tailored to help individuals, families, and business owners. I use a proven Certified Financial Planner™ process-driven approach to guide clients toward reaching their ultimate goals.

As Principal and Director of Financial Planning, I help clients identify financial goals and make plan recommendations using the five domains of financial planning - Cash Flow, Investments, Insurance, Taxes, and Estate. I am responsible for prioritizing clients' financial objectives and effectively implementing their investment plans. I actively monitor the ever-changing nature of clients' financial and investment plans

Team