Financial Celebrations
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Celebrations provides individualized asset management and consulting primarily for individual clients, and it also lists trusts, retirement plans and business entities as potential client types. The firm is newly registered and currently reports no assets under management or active advisors while disclosing an asset management offering that includes ongoing monitoring and rebalancing.
The firm’s approach centers on tailored portfolios and may include discretionary authority; it describes using fundamental, technical and cyclical analysis to construct portfolios that can include individual stocks, bonds, ETFs, mutual funds, options and municipal debt. Portfolios are reviewed continuously with long- and short-term purchase strategies, and the brochure notes the firm generally does not permit broad client-imposed trading restrictions except on a case-by-case basis.
What sets this firm apart from many peers is the combination of offering direct portfolio management for individual clients despite reporting no active advisors or AUM, and an explicit statement that it is not a private fund adviser. The firm also documents a broad toolkit—including option trading and cyclical analysis—and a custodial recommendation relationship that provides institutional services to the adviser, which may influence operational practices relative to similarly small or newly registered firms.
Client services
Expertise
Fee options
Maximum annual fee of 1.15%, billed quarterly in advance on a pro-rata basis based on account value
Main office
190 S Orchard Ave, Suite B240
Vacaville CA 95688
Advisors at this office
3
Most active in
Arizona · California · Idaho · Nevada · Oregon · Texas
Also doing business as
Financial Celebrations · Gts Investment Advisory Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Greg S
Series 63, Series 66
Vacaville, CA
Financial Celebrations
Greg Skinner is a financial advisor at Financial Celebrations with 36 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial and National Planning Corp. He oversees hiring and operations for Financial Celebrations and provides loan products and home financial brokerage services. Financial Celebrations offers individualized asset management and consulting primarily for individual clients, utilizing fundamental, technical, and cyclical analysis to build tailored portfolios that may include stocks, bonds, ETFs, mutual funds, options, and municipal debt. The firm provides ongoing portfolio monitoring and rebalancing, with a flexible approach to client-imposed trading restrictions.
Kory L
Series 66
Vacaville, CA
Financial Celebrations
Kory Labarga is a financial advisor at Financial Celebrations with six years of industry experience. He holds the Series 66 designation and previously worked for LPL Financial LLC for ten years. Outside of his advisory work, Labarga is actively involved in writing and publishing novelettes. Financial Celebrations is a newly registered firm that provides individualized asset management and consulting primarily for individual clients, using a combination of fundamental, technical, and cyclical analysis to construct tailored portfolios that may include stocks, bonds, ETFs, mutual funds, options, and municipal debt.
Jennifer G
Series 66
Vacaville, CA
Financial Celebrations
Jennifer Glacken is a financial advisor at Financial Celebrations with a Series 66 license and one year of industry experience. Her prior work includes roles at Wells Fargo Bank and the City of Fairfield, as well as managing her own cleaning service business for five years. Financial Celebrations provides individualized asset management and consulting primarily for individual clients, employing tailored portfolios that incorporate fundamental, technical, and cyclical analysis. The firm offers continuous portfolio monitoring and rebalancing, utilizing a range of investment vehicles including stocks, bonds, ETFs, mutual funds, options, and municipal debt.
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