Joan Gonzalez is a CFP-designated registered investment advisor at Brightplan LLC, based in San Jose, CA, with 17 years of industry experience. Joan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
BrightPlan works with employers to offer financial wellness programs, where employers pay some or all of a negotiated monthly fee on behalf of their employees. If an employee leaves their employer, they can choose to remain a client of BrightPlan and pay the monthly fee directly, which is no more than $20 each month.
Location
333 West San Carlos Street, Suite 600, San Jose, CA, 95110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Brightplan LLC
Previous Registrations
Winslow, Evans & Crocker, INC.Broker
Winslow, Evans & Crocker, INC.
Eagle Strategies LLC
Nylife Securities LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Brewster Securities INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.