Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Gabriel W

Series 63, Series 65

Bakersfield, CA

Woodward Diversified Capital, LLC

Gabriel Woodward is a financial advisor at Woodward Diversified Capital, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Investments, LLC, and Banc of America Investment Services, Inc. Outside of his advisory role, he owns and operates a swim instruction business in Bakersfield, California. 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 a combination of active and passive strategies, and serves as managing member and investment manager for sector-focused private funds across various industries.

Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Beau W

Series 66

Bakersfield, CA

Woodward Diversified Capital, LLC

Beau Woodward is a financial advisor at Woodward Diversified Capital, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms including Wells Fargo Clearing, Wells Fargo Investments, Charles Schwab, Banc of America Investment Services, and Morgan Stanley. Woodward Diversified Capital is a fee-only, SEC-registered investment adviser managing approximately $610 million for about 400 clients, offering customized, risk-adjusted portfolios and a range of wealth management and fiduciary services. The firm is notable for managing sector-focused private funds and using performance-based compensation within pooled investment structures.

Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Thomas W

Series 63, Series 65

Bakersfield, CA

Woodward Diversified Capital, LLC

Thomas Woodward is a financial advisor at Woodward Diversified Capital, LLC with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Investments, Banc of America Investment Services, and Morgan Stanley DW Inc. Woodward Diversified Capital, LLC 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 portfolios combining active and passive strategies across various asset classes and manages sector-focused private funds with specialized performance-based structures.

Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

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.

Tax-loss harvesting Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)