Peter Van Gemeren (CRD# 5149200) is an Investment Advisor Representative working at Van Gemeren Wealth Management, Inc. in Walnut Creek, CA and has 1 year of experience in the finance industry. Peter Van Gemeren 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# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Van Gemeren Wealth Management, Inc. | Walnut Creek, CA | Feb 2006 - Current | 18 |
| Peter Van Gemeren, Cpa, Apc | Walnut Creek, CA | Sep 1985 - Current | 38 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts2ACCOUNTS
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Average Account Value$184,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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