A complete list of active advisors currently associated with Convergence Wealth Partners LLC

Warmer can help you find a great advisor at Convergence Wealth Partners LLC or one who fits your needs even better.

Convergence Wealth Partners LLC provides investment advisory and financial planning consulting services to individuals and high‑net‑worth individuals, including portfolio management, written investment strategies, risk assessment, estate planning, and financial decision support. The firm offers discretionary managed accounts and may recommend third‑party money managers or managed account programs when deemed appropriate. The firm tailors advice to each client’s objectives, time horizon, and risk tolerance, employing asset allocation, dollar‑cost averaging, technical analysis, and a mix of long‑ and short‑term holdings; clients may impose written investment restrictions and grant the firm trading discretion through signed agreements. For held‑away retirement accounts, CWP uses a third‑party aggregation platform to review and rebalance participant accounts without taking custody, and sub‑advisor fees are generally included within the firm’s comprehensive asset‑based advisory fee. Noteworthy features disclosed in the brochure include the principal’s licensed insurance activities and an affiliated insurance business that can generate commission income, minority ownership in a tax preparation/consulting company, and business relationships with other investment advisers that may involve compensation. These outside affiliations and the routine use of sub‑advisors and a held‑away account platform are less common among peers and are identified in the brochure along with described conflict‑management practices.

To learn more about the advisors currently working at Convergence Wealth Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Gardner	Redding, CA	5

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