Vikas
Goel
Westpark Capital, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Vikas Goel is a financial advisor based in Newport Beach, California with 7 years of industry experience. Goel is an advisor for Westpark Capital, Inc. They have spent the entirety of their employment at Westpark Capital, Inc. Goel has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California, Massachusetts and Texas. Westpark Capital, Inc is a registered investment company headquartered in Los Angeles, CA. It has offices in three locations and a total of 13 financial advisors. It controls $35 million in assets among its 241 customer accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Of its 241 customer accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Westpark Capital, Inc provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which service is offered. However, fee types billed by Westpark Capital, Inc can be comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Westpark Capital, Inc Brokerage Details
$35,149,433
13
241
$145,848
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Vikas Goel Work History
Vikas has been registered as a financial advisor for 7 years.*
Newport Coast Securities, Inc
*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 Vikas Goel 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 Westpark Capital, Inc
Newport Beach, CA
Newport Beach, CA
Detroit Lakes, MN
Boca Raton, FL
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
