| Name | Title | Ownership | Since |
|---|---|---|---|
| Goyette-Kessler Family Trust Dtd 12/11/2003 Control | Member | Over 75% | 2005 |
| Stephan R Goyette Control | President & Chief Compliance Officer | Under 5% | 2004 |
| Patricia Marie Kessler Control | Trustee | 50-75% | 2003 |
Goyette Financial Planning, Inc reports $168.4 million in regulatory assets under management on its Form ADV.
Goyette Financial Planning, Inc reports 1 employees.
Goyette Financial Planning, Inc is based in Thousand Oaks, CA.
Goyette Financial Planning, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 25 W Rolling Oaks Drive, Suite 111, Thousand Oaks, CA 91361 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
| Discretionary | $168.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $168.4M |