Arley Emmanuel Gonzalez

CFP

2 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningBusiness Owners

Koa Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

161 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$231.1M

Fee Structure

Location

San Diego, CA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Koa Wealth Management, LLC

August 2024 - Present · 1 yr 6 mos

Previous Registrations

Blankinship & Foster, LLC

March 2023 - June 2024 · 1 yr 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.