Ethan A. Green
LAKE TAHOE WEALTH MANAGEMENT | Director of Financial Planning
Folsom, CA 95630
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CRD#: 6633072
Professional summary
Ethan Aaron Green, CFP® is a registered financial advisor currently at LAKE TAHOE WEALTH MANAGEMENT, INC. located in Folsom, California.
Ethan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ethan has worked at 1 firm .
Biography
Ethan joined the Lighthouse Financial Planning family in 2012 (Lighthouse was subsequently merged into Lake Tahoe Wealth Management in 2016). He graduated from Golden Gate University’s Ageno School of Business with a Masters of Science in Financial Planning. Ethan was recognized by the faculty at Golden Gate University as the Outstanding Graduate Student in Financial Planning. Prior (a lot prior) to his enrollment at Golden Gate University, Ethan graduated from the University of California at Davis with a Bachelor of Arts degree in Classical Civilizations.
Ethan passed the CFP® exam in 2012 and completed the experience requirement earning the CERTIFIED FINANCIAL PLANNER™ designation in 2016. He enjoys the process of working with clients and providing them with the information they need to pursue their dreams. Ethan is also an active member of the Financial Planning Association, former board member for the Northern California chapter, and a member of the National Association of Personal Financial Advisors.
He enjoys the process of working with clients and providing them with the information they need to pursue their dreams. Ethan has extensive experience working with clients who are approaching retirement. Preparing for retirement goes beyond answering the question, will I have enough? A comprehensive plan will look at tax optimization, withdrawal strategies, and risk management.
Based out of the Folsom office, Ethan’s experience also includes working with several Intel employees, and he is familiar with the inner workings of the Employee Stock Purchase Plan, stock options and restricted stock units, SERP/SERPlus, as well as the option for traditional or Roth 401k contributions.
For more detailed experience information please see Ethan's LinkedIn and feel free to add him as a professional connection.
Question & Answer
What are your service offerings?
Social Security Planning
Investment Planning
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Retirement Income Management
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
05/2012 - Lighthouse Financial; investment related; 101 Parkshore Drive, Suite 100, Folsom, CA; part of Lake Tahoe Wealth Management, Financial Analyst; approximately 120 hours / month - all during securities trading hours; client service and financial planning
09/2012 - Northern Sierra Swimming; non-profit 501c3 youth sports organization ; non- investment related; 10556 Combie Road PMB 6470, Auburn, CA. 95602, Coach/Admin/Treasurer; approximately 120 hours / month - none during securities trading hours. Coach, perform administrative actions and track the finances of the organization.
CRS (Client Relationship Summary) - RIA
Click below to view Ethan Aaron Green's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
April 11, 2016 - Present
LAKE TAHOE WEALTH MANAGEMENT, INC.
Office #1: 101 Parkshore Drive Suite 100, Folsom, CA 95630RIA
CRD#: 166173
Folsom, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LAKE TAHOE WEALTH MANAGEMENT, INC.
LAKE TAHOE WEALTH MANAGEMENT, INC. | LAKE TAHOE WEALTH MANAGEMENT, LLC
CRD#: 166173 / SEC#: 801-108216
RIA
Registered Investment Advisory firm - (8/5/2016 Approved)California
Registered Investment Advisory firm - (10/7/2016 Terminated)Nevada
Registered Investment Advisory firm - (10/17/2016 Terminated)New York
Registered Investment Advisory firm - (9/7/2016 Terminated)North Carolina
Registered Investment Advisory firm - (9/13/2016 Terminated)South Carolina
Registered Investment Advisory firm - (9/7/2016 Terminated)Texas
Registered Investment Advisory firm - (9/7/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(4/11/2016)
Exams
Current Firm
LAKE TAHOE WEALTH MANAGEMENT, INC.
LAKE TAHOE WEALTH MANAGEMENT, INC. | LAKE TAHOE WEALTH MANAGEMENT, LLC
CRD#: 166173 / SEC#: 801-108216
RIA
Registered Investment Advisory firm - (8/5/2016 Approved)California
Registered Investment Advisory firm - (10/7/2016 Terminated)Nevada
Registered Investment Advisory firm - (10/17/2016 Terminated)New York
Registered Investment Advisory firm - (9/7/2016 Terminated)North Carolina
Registered Investment Advisory firm - (9/13/2016 Terminated)South Carolina
Registered Investment Advisory firm - (9/7/2016 Terminated)Texas
Registered Investment Advisory firm - (9/7/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Folsom, CA
Mailing Address
Phone number
(855) 515-5896
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 971 |
| AUM (Assets Under Management) | $ 257,190,431 |
Red Flags
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Company Information
LAKE TAHOE WEALTH MANAGEMENT, INC.
Director of Financial PlanningCRD#: 166173Folsom, CA 95630TRUST BUT VERIFY
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Contact information
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