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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gelormini is a financial advisor at Promontory Financial Planning, LLC, located in Los Altos, CA. Paul has been in the industry since 1992 and is licensed to provide financial advisory and wealth management services in California and other states. Paul's expertise includes retirement planning, goal-based financial planning, investment management, and insurance products. Paul is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
CA
01/01/2025 - Present
Promontory Financial Planning, LLC (Los Altos CA)
CA
03/25/2010 - 01/22/2019
LIBERTY GROUP, LLC (LOS ALTOS CA)
CA
12/24/2008 - 03/30/2010
SECURITIES AMERICA, INC. (LOS ALTOS CA)
CA
05/16/2001 - 12/31/2008
EPLANNING SECURITIES, INC. (LOS ALTOS CA)
AZ
04/20/1995 - 05/21/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
07/20/1993 - 03/06/1995
GT GLOBAL, INC. (SAN FRANCISCO CA)
CA
11/27/1991 - 06/22/1993
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 01/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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