Gaetan Scalzo, financial advisor Claremont CA

Gaetan Scalzo

CRD Number: 2898363
Current Firm: Claremont Financial Group,inc.

Gaetan Scalzo (CRD# 2898363) is an Investment Advisor Representative working at Claremont Financial Group,inc. in Claremont, CA and has over 23 years of experience in the finance industry. Gaetan Scalzo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Householder Group Estate & Retirement Specialists
Professional Designations
Company Name Location Dates Years
Capital Investment Group, Inc. Raleigh, NC Dec 2011 - Current 9
Pacific Financial Group, Llc (the Elements Financial Group, Llc) Irvine, CA Dec 2006 - Current 14
Claremont Financial Group, Inc. Claremont, CA Oct 2005 - Current 15
Pacific Financial Associates, Inc. Claremont, CA Nov 2005 - Dec 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1997
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Gaetan T. Scalzo
Phone Number: 909-624-9200
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    94
    MILLIONS
  • Total Number of Accounts
    512
    ACCOUNTS
  • Average Account Value
    $183,826
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, TX

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