Victoria Gomez is a registered investment advisor at Gomez Financial Planning, based in Bakersfield, CA. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Gomez Financial Planning offers a retainer model for $500 every 6 months, which includes quarterly or biannual meetings, portfolio reviews, and unlimited email support with responses within 2 business days.
- Basic Plan: $500 (Budgeting & debt management, up to 4 hours)
- Mid-Tier Plan: $1,250 (Retirement & investment strategy, up to 10 hours)
- Comprehensive Plan: $2,400 (Full financial plan, up to 20 hours)
- Annual Portfolio Review: $300 (Detailed investment analysis, up to 2 hours)
Location
Bakersfield, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Victoria is employed as a full-time high school math teacher. All investment advisory services are conducted outside of her teaching hours.
Employment History
Current Registrations
Gomez Financial Planning
State Registrations1 state
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