Diana
Gonzalez
Global Retirement Partners LLC
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About this Advisor
Diana Gonzalez is a financial advisor who works out of San Rafael, California. Gonzalez is currently employed by Global Retirement Partners LLC. The advisor has gained experience at Lpl Financial Services, Lpl Financial LLC, Global Retirement Partners, LLC and Hub International. Gonzalez has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Global Retirement Partners LLC is a registered investment company based out of San Rafael, CA. The company has offices in 193 locations and a total of 453 advisors. It administers $120 billion in assets under management among its 25,479 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 40 charities and foundations. Of its 25,479 accounts, 17% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Global Retirement Partners LLC performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fees billed by Global Retirement Partners LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$119,814,842,543
453
25,479
$4,702,494
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Diana Gonzalez Work History
Diana has been registered as a financial advisor for 0 years.*
Lpl Financial LLC
Global Retirement Partners, LLC
Hub International
Lpl Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Diana Gonzalez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Retirement Partners LLC
San Rafael, CA
San Rafael, CA
Pittsburgh, PA
Cleveland, OH
Houston, TX
San Rafael, CA
Sandy, UT
Prior Lake, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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