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: www.definedplanning.com 

Net Unrealized Appreciation: A Hidden Tax Strategy
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tax planning

Net Unrealized Appreciation: A Hidden Tax Strategy

It’s common knowledge that retirement income is subject to taxation. What’s not as well known is that some of that income is subject to a lower tax ra…
April 26, 2022
1031s: Minimizing the Tax Burden on Investment Property
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real estate investing

1031s: Minimizing the Tax Burden on Investment Property

A 1031 exchange can give you more cash on hand when upgrading your investment properties. When used wisely, 1031s can even lower your overall tax burd…
February 17, 2022
The Pitfalls of Self-Directed Roth IRAs
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IRAs

The Pitfalls of Self-Directed Roth IRAs

If a typical Roth IRA doesn’t give you the investment opportunities you’re looking for, a self-directed Roth IRA might be of interest. However, you’d …
August 28, 2021
The Long-Term Care Conundrum
Man scratching his head
long term care

The Long-Term Care Conundrum

The costs of long-term care are tough to bear, so what is the best way for you to go about planning for them? Answering these two questions is a good …
August 22, 2021