Rawson Gulick, financial advisor Sebastopol CA

Rawson Gulick

CRD Number: 4064404
Current Firm: Willow Creek Wealth Management, Inc.

Rawson Gulick (CRD# 4064404) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has over 21 years of experience in the finance industry. Rawson Gulick 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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Professional Designations
Company Name Location Dates Years
Willow Creek Wealth Management Inc. Sebastopol, CA Jan 2019 - Current 2
Launchsail LLC Mill Valley, CA Jan 2017 - Dec 2018 1
Broadmark Asset Management LLC San Francisco, CA Jan 2010 - Dec 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Rawson S. Gulick
Phone Number: 707-829-1146
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,381
    MILLIONS
  • Total Number of Accounts
    2,341
    ACCOUNTS
  • Average Account Value
    $590,021
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

CA, NH, NV, NY, OR, TX, WA

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