# GOMEZ FINANCIAL PLANNING

GOMEZ FINANCIAL PLANNING is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 335503
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335503

## About

GOMEZ FINANCIAL PLANNING is a state-registered investment adviser in BAKERSFIELD, CA. It has 1 employee and 1 investment adviser. The firm is based in BAKERSFIELD.

## Questions

### What services does GOMEZ FINANCIAL PLANNING offer?

The firm operates as a registered investment advisor and provides financial planning services. Specific offerings such as retirement planning, estate planning, tax strategy, or investment management have not been detailed in public sources.

### Who are the principals at GOMEZ FINANCIAL PLANNING?

No named principals or leadership have been identified in public records. The firm's ownership and decision-making structure are not disclosed.

### What is the AUM of GOMEZ FINANCIAL PLANNING?

The firm does not publicly disclose its assets under management. No AUM band estimate is available from external sources.

### Does GOMEZ FINANCIAL PLANNING have any notable portfolio companies or investments?

No portfolio companies, direct investments, or co-investments have been reported. The firm's investment strategy and holdings are not public.

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Last updated: 2026-06-03T20:00:00.000Z

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