Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gael? Claim Your ProfileGael Knight is a certified public accountant and financial advisor with over 20 years of experience. Gael is a registered Investment Advisor Representative with Knight and Co. Wealth Advisors, LLC, where Gael has provided financial planning services since 2009. Gael is also a CPA with the Gael Knight Company Certified Public Accountants, Inc. providing a full range of accounting services since 2015. Gael holds the Series 65 license and is a Personal Financial Specialist. Gael's expertise is in financial planning, portfolio management, and tax preparation. Gael specializes in serving individuals, families, and small businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/23/2014 - Present
Knight AND Co. Wealth Advisors, LLC (SAN JOSE CA)
IA
Issued 12/22/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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