Gosho Financial Group

Gosho Financial Group (CRD# 152268) is a financial advisory firm headquartered in San Mateo, CA. They manage $33,000,000 in 124 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $266,129
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Gosho Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Carol J. Gosho
CRD#: 869116
951 Mariners Island Blvd., Suite 300, San Mateo, CA 94404
96
Wealthminder
score

Carol Gosho (CRD# 869116) is an Investment Advisor Representative working at Gosho Financial Group in San Mateo, CA and has over 34 years of experience in the finance industry. Carol Gosho 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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