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Todd S

Series 63, Series 65

Soquel, CA

Newhouse Integrated Financial Advisors LLC

Todd Scalisi is a financial advisor at Newhouse Integrated Financial Advisors LLC in Soquel, California. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at JP Morgan Securities LLC and Coast Financial Services Inc. Newhouse Integrated Financial Advisors LLC is an independent investment adviser serving individual and high-net-worth clients with portfolio management and financial planning. The firm employs fundamental analysis and modern portfolio theory to build tailored, long-term asset-allocated portfolios, often managing discretionary accounts.

Wealth management
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Robert G

Series 65

Soquel, CA

Newhouse Integrated Financial Advisors LLC

Robert Gaukel is a financial advisor at Newhouse Integrated Financial Advisors LLC with two years of industry experience. He holds a Series 65 designation and has worked at Newhouse since 2021. Outside of advising, Gaukel is a Certified Public Accountant providing tax preparation and strategy services and is a licensed real estate agent involved in property management and transactions. Newhouse Integrated Financial Advisors LLC is a California-registered independent investment adviser serving primarily individual and high-net-worth clients. The firm employs fundamental analysis and modern portfolio theory to build and monitor long-term, asset-allocated portfolios, offering both discretionary and non-discretionary account management.

Wealth management
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