Advisors at this firm
David N
Series 63
Chester, CA
Luna Capital Management, LLC
David Nissim is a financial advisor with Powering Your Retirement in Chester, CA. He holds a Series 63 designation and has 45 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Securities, as well as co-founding Nissim & Gavidia Wealth Management & Financial Planning, LLC. Powering Your Retirement provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, focusing on tailored investment strategies based on clients’ goals, risk tolerance, and time horizon. The firm employs various analytical methods and trading strategies, and also offers tax preparation services and insurance product recommendations.
Ronan G
Series 63, Series 65
Burlingame, CA
Luna Capital Management, LLC
Ronan Gaudario is a financial advisor at Luna Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in financial advisory roles since 2014, including prior experience at VOYA Financial Advisors. Outside of his advisory work, he is a licensed real estate agent and an independent insurance agent. Luna Capital Management serves individual and high-net-worth clients, providing portfolio management, financial planning, and pension/401(k) consulting through discretionary and non-discretionary managed accounts. The firm emphasizes asset allocation tailored to clients’ objectives and risk tolerance, employing strategies such as dollar-cost averaging, technical analysis, and option strategies with client consent.