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Gabriel W
Series 63, Series 65
Bakersfield, CA
Woodward Diversified Capital, LLC
Gabriel Woodward is a financial advisor with Woodward Diversified Capital, LLC in Bakersfield, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns and operates Bakersfield Swim Academy, where he provides swim instruction. Woodward Diversified Capital is a fee-only, SEC-registered investment adviser managing approximately $610 million for about 400 clients, including individuals, trusts, businesses, and retirement plans. The firm offers customized, risk-adjusted, and tax-aware portfolios using both active and passive strategies, and serves as managing member and investment manager to various sector-focused private funds.
Beau W
Series 66
Bakersfield, CA
Woodward Diversified Capital, LLC
Beau Woodward is a financial advisor with Woodward Diversified Capital, LLC in Bakersfield, CA. He holds a Series 66 designation and has 23 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He has been with Woodward Diversified Capital since 2020. Woodward Diversified Capital is a fee-only, SEC-registered investment adviser managing approximately $610 million for around 400 clients, including individuals, high-net-worth investors, trusts, and pooled investment vehicles. The firm offers customized, risk-adjusted, and tax-aware portfolios using both active and passive strategies, and serves as managing member and investment manager to sector-focused private funds across multiple industries.
Thomas W
Series 63, Series 65
Bakersfield, CA
Woodward Diversified Capital, LLC
Thomas Woodward is a financial advisor at Woodward Diversified Capital, LLC with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Woodward Diversified Capital is a fee-only, SEC-registered investment adviser managing about $610 million for approximately 400 clients, including individuals, trusts, businesses, and retirement plans. The firm offers customized, risk-adjusted portfolios using active and passive strategies across various asset classes and serves as managing member and investment manager for sector-focused private funds.
Caleb R
Series 66
Bakersfield, CA
Woodward Diversified Capital, LLC
Caleb Richmond is a financial advisor at Woodward Diversified Capital, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Bakersfield Country Club. Outside of advising, he operates an Amazon storefront as an independent contractor. Woodward Diversified Capital is a fee-only, SEC-registered investment adviser managing approximately $610 million for about 400 clients, including individuals, high-net-worth investors, trusts, and retirement plans. The firm constructs customized, risk-adjusted, and tax-aware portfolios using active and passive strategies across various asset classes and serves as managing member and investment manager to a range of sector-focused private funds.
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