GFP Wealth Management
SEC RegisteredAbout the firm
Stephan Goyette is a Partner and Senior Wealth Advisor at Mission Wealth, serving individuals in Thousand Oaks, CA, and the surrounding communities. He delivers comprehensive planning solutions tailored to meet each client's specific needs, with portfolios constructed to align with a client's unique circumstances and long-term objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, alternative investments, concentrated stock planning, customized portfolios, socially responsible investing, wealth management, behavioral finance, financial planning, tax management, estate planning and trust management, life event planning, retirement planning, family governance, health and LTC planning, generational planning, asset protection and risk management, cybersecurity, and charitable planning and philanthropy.
Who they serve
Professionals, business owners, tech professionals, Googlers, Microsoft employees, pre-retirees and retirees, independent women, nonprofits and foundations, family offices, and NextGen investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7 | $4.3M |
| High Net Worth Individuals | 41 | $191M |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $2,000,000 | 0.82% |
| $2,000,001 - $5,000,000 | 0.52% |
| $5,000,001 - $15,000,000 | 0.37% |
| $15,000,001 and above | 0.00% |
Data as of February 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GFP Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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