A complete list of active advisors currently associated with GSP Financial Strategies

Warmer can help you find a great advisor at GSP Financial Strategies or one who fits your needs even better.

GSP Financial Strategies provides financial planning, consulting, and investment management services to individuals (including high‑net‑worth clients), business entities, and pension or profit‑sharing plans. Services described in the brochure include hourly financial planning and coaching, nondiscretionary portfolio management, and recommendations of sub‑advisers and third‑party manager programs. The firm predominantly manages client assets on a nondiscretionary basis and employs fundamental analysis when evaluating mutual funds, exchange‑traded funds, variable annuities, public equity, and fixed‑income opportunities. It generally recommends target asset mixes with periodic rebalancing but requires client approval before executing trades and may delegate implementation or manager selection to sub‑advisers. The principal conducts outside business activities as a licensed insurance agent and a real‑estate agent involved in rental property transactions and deed‑of‑trust recommendations, and the firm discloses receipt of commissions and referral compensation from a third‑party adviser, which are potential conflicts of interest. The Form ADV also discloses historical disciplinary matters and a personal bankruptcy filing by the principal, and notes the principal spends over 30% of her time on these outside activities, all of which are noteworthy operational considerations relative to peers.

To learn more about the advisors currently working at GSP Financial Strategies, 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.