Christina Gamache is a registered investment advisor at Radiant Wealth Planning, based in Palo Alto, CA, with 14 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 59 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RADIANT Wealth Planning offers investment management services where they manage your investments based on your individual needs. The annual fee is a percentage of the value of your portfolio, calculated daily and paid quarterly. The fee is negotiable.
Location
829 Emerson St, Palo Alto, CA, 94301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christina is a consultant at Growth Consulting Firm, LLC, where she prepares spreadsheets and analyzes statements. This activity takes about 10-20% of Christina's time and does not pose a conflict of interest.
Employment History
Current Registrations
Radiant Wealth Planning
Previous Registrations
Audax Wealth Management, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.