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Todd S
Series 65, Series 63
Soquel, CA
Newhouse Integrated Financial Advisors LLC
Todd Scalisi is a financial advisor at Newhouse Integrated Financial Advisors LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior work history with JP Morgan Securities LLC, Coast Financial Services Inc, PP&CO Advisors LLC, and Ascend Partner Services LLC. He is also affiliated with Newhouse CPA, a related entity within the integrated Newhouse brand. Newhouse Integrated Financial Advisors LLC is a California-registered independent investment adviser serving individual and high-net-worth clients with portfolio management and financial planning. The firm uses fundamental analysis and modern portfolio theory to construct long-term, asset-allocated portfolios and operates alongside affiliated entities offering tax, accounting, and real estate services.
Robert G
Series 65
Soquel, CA
Newhouse Integrated Financial Advisors LLC
Robert Gaukel is a financial advisor at Newhouse Integrated Financial Advisors LLC with one year of industry experience. He holds a Series 65 credential and also works as a Certified Public Accountant providing tax preparation and strategy services for individuals, as well as a real estate agent involved in property management and buyer/seller transactions. Prior to his current role, he was affiliated with Newhouse and has experience outside finance with Verve Coffee Roasters and Mountain Bikers of Santa Cruz. Newhouse Integrated Financial Advisors LLC offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis with modern portfolio theory, managing a concentrated book of accounts that may include mutual funds, ETFs, equities, fixed income, and occasionally venture capital or private placements.
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