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Rawson Smith Gulick

Willow Creek Wealth Management, Inc.

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About Rawson Smith Gulick

Rawson Gulick is a financial advisor at Willow Creek Wealth Management, Inc. Rawson has been in the industry since 1999 and holds the Series 7 and Series 63 licenses. Rawson specializes in providing financial planning, portfolio management for businesses and individuals and educational seminars. Rawson is also a Certified Financial Planner. Rawson has experience working with high net worth individuals, charitable organizations, and individuals other than high net worth clients. Rawson has previously worked at Morgan Stanley & Co. Incorporated and Interfirst Capital Corporation.

Firm Information

Rawson Gulick is currently registered with Willow Creek Wealth Management, Inc.. Willow Creek Wealth Management, Inc. is an investment advisor registered with the SEC headquartered in Sebastopol, CA. The firm provides financial planning, portfolio management for individuals and businesses, and educational seminars. Willow Creek Wealth Management, Inc. manages approximately $1.71 billion in assets for 2,760 clients, including high-net-worth individuals, charitable organizations, corporations, and pension plans.
Willow Creek Wealth Management, Inc.

825 GRAVENSTEIN HWY. N.

SEBASTOPOL, CA 95472

$1.71B

Assets Under Management

2

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rawson Gulick’s Registration & Firm History

CA

02/06/2020 - Present

Willow Creek Wealth Management, Inc. (SEBASTOPOL CA)

CA

09/11/2000 - 02/04/2009

MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)

CA

12/10/1999 - 01/10/2000

INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 08/17/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rawson Smith Gulick.
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