GG
CFP
GG
CFP
Gavin Gruenberg
27 Years of Experience
Rancho Santa Margarita, CA
BrokerSells Insurance
Gavin Gruenberg is a CFP-designated registered investment advisor, based in Rancho Santa Margarita, CA, with 27 years of industry experience.
Location
30211 Avenida De Las Banderas Ste 200, Rancho Santa Margarita, CA, 92688
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Other Business ActivitiesSells Insurance
Gavin sells and services Voya HRA products through Voya Retirement Insurance and Annuity Company/Voya Benefits Company. This takes a few hours per week.
Employment History
Current Registrations
Voya Financial Partners, LLC
June 2025 - Present · 11 mos
Voya Financial Partners, LLCBroker
June 2025 - Present · 11 mos
Voya Financial Advisors, INC.
January 2011 - Present · 15 yrs 4 mos
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Ing Financial Advisers, LLC
July 2004 - January 2011 · 6 yrs 6 mos
Ing Financial Advisers, LLCBroker
July 2004 - January 2011 · 6 yrs 6 mos
American Funds Distributors, INC.Broker
July 2001 - June 2004 · 2 yrs 11 mos
Signator Investors, INC.Broker
January 1999 - June 2001 · 2 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.