A financial planning and investment management firm based in Thousand Oaks, CA. Our mission is to deliver objective and highly personalized services to our clients.

About Us

Independent and Fee Only

GFP WEALTH MANAGEMENT does not represent any brokerage or insurance company. We do not sell products or receive commissions of any kind. As a result, we are free to recommend all possible solutions to help our clients meet their goals. We work for our clients, and only our clients.

Integrated

GFP WEALTH MANAGEMENT believes that selecting appropriate investments is only a part of exceptional financial planning. We take a holistic approach by incorporating many aspects of a client's life into a plan - this may include cash flow, taxes, investments, retirement planning, education planning, risk management, and estate planning.

Personal

GFP WEALTH MANAGEMENT believes that every client is unique. We respect your values and goals and believe that every plan should be customized to meet your needs. Achieving financial independence is not something that just happens. Financial planning is a continuous, life-long process that requires your active involvement. We look forward to being your partner in this process.

Stephan Goyette, CFP®

OUR SERVICES

For detailed information about our services, fees and legal disclosures, please review our CRS, ADV Client Brochure and Privacy using the link below.

https://goyettefinancial.sharefile.com/public/share/web-s50cd99b9b71746558892c6ae50a858d5