Joan
Gonzalez
Brightplan LLC
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About this Advisor
Joan Gonzalez is a certified financial planner working out of San Jose, California with a total of 2 years of relevant experience. Gonzalez is an employee of Brightplan LLC. Over the course of their career, Gonzalez has held roles at Winslow, Evans & Crocker, Inc, The Midas Collaborative, Brightplan LLC, Advice Systems, Inc and New Horizons Computer Learning Centers (United Training). Gonzalez maintains a Series 63 license, which qualifies them as a securities agent, and is approved to advise clients in Massachusetts. Brightplan LLC is an advisory company operating out of San Jose, CA. It handles $8 million in total assets among its 311 client accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 311 customer accounts, just 11% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually are based on which services the firm provides the client. However, fee types billed by Brightplan LLC may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brightplan LLC Brokerage Details
$7,473,410
53
311
$24,030
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joan Gonzalez Work History
Joan has been registered as a financial advisor for 2 years.*
Brightplan LLC
New Horizons Computer Learning Centers (United Training)
Advice Systems, Inc
Winslow, Evans & Crocker, Inc
The Midas Collaborative
*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 Joan 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 Brightplan LLC
San Jose, CA
Saint Louis, MO
San Jose, CA
San Jose, CA
San Jose, CA
Milford, NH
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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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.
