Samuel Gaeta
- Role
- Defined Financial Planning at Mariner
- Location
- San Rafael, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Samuel Gaeta
Experienced wealth advisor focused on providing individuals, families, and organizations…
Experience
Defined Financial Planning
Present
Education
University of Nevada, Reno
Master of Accountancy
The American College of Financial Services
Financial Planning
Skills
- Forecasting
- Customer Service
- Public Speaking
- Asset Management
- Management
- Financial Analysis
- Financial Advisory
- Portfolio Management
- Financial Risk
- Equities
- Strategic Planning
- Retirement Planning
- Marketing Strategy
- Marketing
- Strategy
- Leadership
- Asset Allocation
- Time Management
- Sales
- Financial Planning
- Budgets
- Account Management
- Business Development
- Finance
- Investments
- Wealth Management
- Private Equity
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.