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Samuel Vasquez Gaeta

Chief Executive Officer, Chief Compliance Officer, MemberDefined Financial Planning LLCCRD 6616279

About Samuel Vasquez Gaeta

Samuel Vasquez Gaeta is listed as Chief Executive Officer, Chief Compliance Officer, Member at Defined Financial Planning LLC in San Rafael, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Defined Financial Planning LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Samuel Vasquez Gaeta work?

Samuel Vasquez Gaeta is listed as Chief Executive Officer, Chief Compliance Officer, Member at Defined Financial Planning LLC on SEC Form ADV.

How much of Defined Financial Planning LLC does Samuel Vasquez Gaeta own?

Form ADV reports a beneficial ownership band of Over 75%.

Defined Financial Planning LLC

TitleChief Executive Officer, Chief Compliance Officer, Member
OwnershipOver 75%
Control personYes
Since2020
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