Gosho Financial Group, based in San Mateo, brings world-class financial planning and investment management services to a personal level. Together, we develop your custom financial plan-your road map toward your life goals.
Our worldwide perspective and many years of experience allow us to design and actively maintain custom portfolios that may include stocks, bonds, exchange-traded funds (ETFs) and mutual funds for maximum flexibility and risk management.Ongoing monitoring of the financial environment and time-tested financial analysis of your investments and your plan help us to help you stay on course and enjoy your journey.
Our worldwide perspective and many years of experience allow us to design and actively maintain custom portfolios that may include stocks, bonds, exchange-traded funds (ETFs) and mutual funds for maximum flexibility and risk management.Ongoing monitoring of the financial environment and time-tested financial analysis of your investments and your plan help us to help you stay on course and enjoy your journey.
Services
To help our clients achieve their life goals through financial planning and investment management. Gosho Financial Group (GFG) is a fee-only, registered, independent financial advisory and investment management firm based in San Mateo in the San Francisco Bay Area. Established in 2000, it serves clients across the U.S. and internationally.
We believe that our plans should help you achieve your life goals-not only your financial goals. So in our planning, we make it a point to identify how you want to live your life now and in the future, and then we develop a plan to help you reach those goals. Our plan becomes much more than a financial plan-it is a life plan.
Carol Gosho, CFP, a veteran San Francisco investment advisor and Certified Financial Planner, has been helping clients define and achieve their financial goals while honoring their needs and values since 1978. A third-generation Japanese-American, Ms. Gosho was born in Minidoka Relocation Camp, Idaho.
The "Certified Financial Planner" (CFP) designation is the highest designation bestowed on a financial planner. CFPs are held to more rigorous standards than non-accredited financial planners. A CFP must earn continuing education credits (30 hours every two years). Additionally, a CFP has a fiduciary duty to serve the client's best interest versus recommending investments or services that might be "suitable" for the client.
A custom financial plan for wealth management sets out a client's longer-term goals and guidelines on how to achieve them through a financial portfolio of investments. In tailoring a portfolio, Gosho Financial Group considers each client's time horizon for appreciation, risk tolerance, optimal tax strategies and other investments including 401(k) plans.
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