Gosho Financial Group

Gosho Financial Group (CRD# 152268) is a financial advisory firm headquartered in San Mateo, CA. They manage $25,886,489 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $319,586
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
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
1900 S Norfolk Street, Suite 350, San Mateo, CA 94403
Carol Gosho (CRD# 869116) is an Investment Advisor Representative working at Gosho Financial Group in San Mateo, CA and has over 35 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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