Gaetan Scalzo (CRD# 2898363) is an Investment Advisor Representative working at Claremont Financial Group,inc. in Claremont, CA and has over 26 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.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Claremont Financial Group, Inc. | Claremont, CA | May 2021 - Current | 2 |
| Capital Investment Group, Inc. | Raleigh, NC | Dec 2011 - Current | 12 |
| Pacific Financial Group, Llc (the Elements Financial Group, Llc) | Irvine, CA | Dec 2006 - May 2021 | 14 |
| Claremont Financial Group, Inc. | Claremont, CA | Oct 2005 - Apr 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2002 |
- CA
- TX
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Total Assets Under Management110MILLIONS
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Total Number of Accounts545ACCOUNTS
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Average Account Value$202,386
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, OR, TX
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