Samuel V. Gaeta, CFP®

Wealth Advisor

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 PlannerTM process-driven approach to guide clients toward their ultimate goals. 

Growing up in San Jose, I worked side by side with my grandfather and father starting at age 10. They both instilled a strong work ethic and taught me how commitment and passion fuels a successful business. 

One of the things I admire most about my family’s company is the way we cared for our employees, which helped us differentiate our client experience.  As a bright-eyed college student, I witnessed many of our retiring employees thank my father and grandfather for creating a financial path for them to do so through the company pension plan. 

In today’s environment, employers are limited in helping employees plan and save for retirement.  Often, it is left up to the individual to carefully plan early, to achieve their future goals.  And it’s that opportunity that drives Defined Financial Planning.  Whether I am consulting with a business owner on succession strategies or helping a young family start their accumulation plans, I know we can make a difference.

When I’m not working, I spend my free time swimming, biking, running, and traveling with my wife, Kelsey, our daughter, Gwyneth, and our family dog, Lucy. I’m an avid triathlete and have completed two full Ironman Triathlons and earned the distinction of USA Triathlon All American in 2013. 

Team