Samuel V. Gaeta, CFP®

Samuel V. Gaeta, CFP®

Principal, Director of Financial Planning, Defined Financial Planning

For nearly a decade, Sam Gaeta has specialized in the development of financial planning strategies specifically tailored to help individuals, families and business owners. He uses a proven Certified Financial Planner™ process-driven approach to guide clients toward reaching their ultimate goals. 

As Principal and Director of Financial Planning, Sam helps clients identify financial goals and make plan recommendations using the five domains of financial planning — Cash Flow, Investments, Insurance, Taxes and Estate Planning. 

He is responsible for prioritizing clients' financial objectives and effectively implementing their investment plans and actively monitors the ever-changing nature of clients' financial and investment plans.

Phone: 510.200.8655 | Website: