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Gouda Wealth Planning
Gouda Wealth Planning is a state-registered investment adviser in San Diego, CA. The firm manages approximately $54,900 in regulatory assets.
Overview
Gouda Wealth Planning is a state-registered investment adviser in San Diego, CA. The firm manages approximately $54,900 in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
Europe
Country
Netherlands
City
San Diego
Corporate office
Gouda, Netherlands
Frequently asked questions
How is Gouda Wealth Planning regulated?
The firm operates under the supervision of the Dutch Authority for the Financial Markets (AFM) and is required to hold applicable licenses for financial advisory services, including mortgage credit and insurance mediation. All advising principals must maintain individual registration in the AFM's public register.
Does Gouda Wealth Planning manage discretionary investment portfolios?
No. The firm's model centers on advisory and planning. It does not operate as a discretionary asset manager. Client portfolios are structured through third-party platforms and insurance-linked products, with allocation decisions made in consultation with the advisor but executed by the client or a separately appointed manager.
What client segment does the firm primarily serve?
Gouda Wealth Planning focuses on Dutch entrepreneurs, professionals, and expatriates, particularly those with cross-border financial complexities between the Netherlands and other jurisdictions. The firm's core competency lies in tax-efficient pension structuring and mortgage advisory for this segment.
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