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Yohanna Gorfu

Spire Wealth Management, LLC

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About Yohanna Gorfu

Yohanna Gorfu is a financial advisor currently registered with Spire Wealth Management, LLC. Yohanna has been working in the financial industry since March 22, 2000. The advisor also has previous registrations with Cambridge Investment Research, Inc. and Lockwood Financial Services, Inc.. Yohanna is licensed to provide investment advisory services in District of Columbia, Florida, Georgia, Indiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oklahoma, Texas, and Virginia. Yohanna holds a Certified Financial Planner designation and has passed the Series 66, Series 7 and SIE exams.

Firm Information

Yohanna Gorfu is currently registered with Spire Wealth Management, LLC. Spire Wealth Management, LLC is an investment advisor headquartered in McLean, VA. They have 58 licensed agents, 87 investment advisor representatives, 84 registered representatives, 93 investment advisory functions, and 4 adviser reps for other investment advisers. They offer a range of services, including financial planning, pension consulting, insurance, retirement & estate planning, divorce planning, and selection of other advisers. They manage assets for individuals, corporations, and charitable organizations, and participate in a wrap fee program. They have $4,777,743,993 in regulatory assets under management.
Spire Wealth Management, LLC

7901 JONES BRANCH DR.

MCLEAN, VA 22102

$4.78B

Assets Under Management

80

Total Clients

73

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance, retirement & estate planning, divorce planning

Insurance, retirement & estate planning, divorce planning

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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Yohanna Gorfu’s Registration & Firm History

VA

12/06/2001 - Present

Spire Wealth Management, LLC (RESTON VA)

VA

12/04/2001 - 11/02/2007

CAMBRIDGE INVESTMENT RESEARCH, INC. (MCLEAN VA)

PA

03/23/2000 - 12/04/2001

LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)

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Licenses & Designations

BOTH

Issued 04/11/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yohanna Gorfu.
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