Cynthia M. Gaertner-bridges
Professional summary
Cynthia Marie Gaertner-bridges, CFP®, who also goes by Cynthia M. Gaertner, Cynthia M Gaertner-bridges Ms, is a registered financial advisor currently at KULEANA WEALTH ADVISORS located in Los Altos, California.
Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Cynthia has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cynthia Marie Gaertner-bridges's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
August 25, 2010 - Present
KULEANA WEALTH ADVISORS
Office #1: 164 Main Street Suite 210, Los Altos, CA 94022January 6, 2016 - May 17, 2016
WEALTHSCAPE ADVISORS, LLC
June 11, 2009 - August 18, 2010
FOUNDERS FINANCIAL NETWORK, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/25/2010)
Current Firm
KULEANA WEALTH ADVISORS
CRD#: 154028 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 134 |
| AUM (Assets Under Management) | $ 82,228,959 |
Red Flags
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Company Information
KULEANA WEALTH ADVISORS
CRD#: 154028Los Altos, CA 94022TRUST BUT VERIFY
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