Our financial advisor in Palo Alto, CA has made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve California and deliver investment management, financial planning, retirement income planning, and tax planning services to local families.
Gene Gordon joined WealthSource Partners after 14 years of working for a large broker/dealer. Gene believes that he brings a unique perspective on deepening client relationships. Gene’s father was in the business for 30 years, and Gene joined him to start his career. Gene and his father had many discussions about legacy, wealth transfer, and supporting families and clients as they begin a transition. It has been this focus on understanding family dynamics that has brought Gene to believe that his work is meant to increase the conversations between family members regarding financial dreams and goals. In addition, Gene’s care for and about clients as they age is a focus of his practice.
Born and raised in Palo Alto, CA, Gene graduated college from Boston University in 1986 with a Bachelor of Arts degree in Liberal Arts, with a focus on International Relations. After college, Gene lived in New York City for eight years, working for a major lifestyle brand in their retail division. It was during this employment that Gene grew to understand the importance of care, service, and the value of interpersonal relationships.
Gene is actively involved in the community supporting and coaching little league; Gene continues to play his sport of choice, soccer, in a competitive Sunday men’s soccer league.
Gene Gordon is a Registered Representative of Fortune Financial Services Inc., Member FINRA/SIPC. Securities offered through Fortune Financial Services Inc. located at 3582 Brodhead Road, Suite 202, Monaca, PA 15061, (724) 846-2488. WealthSource Partners, LLC and Fortune Financial Services Inc. are independent and unaffiliated entities. Check the background of this investment professional on FINRA’s BrokerCheck.
Independent Wealth Advisor
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
FInancial Planning AssociateCFA
David has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
The WealthSource advisor in Palo Alto is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.
Our Estate Planning strategies are designed to help you minimize the tax burden and protect your wealth for future generations. We work with your attorney to implement your estate plan from start to finish.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
Our team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money.
All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. WealthSource Partners, LLC is not a law firm and does not provide legal advice. You should consult with your legal and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation. Investment advisory services offered through WealthSource. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Gene Gordon is a Registered Representative of Fortune Financial Services, Inc. WealthSource and Fortune Financial Services, Inc. are independent and unaffiliated entities. Check the background of this investment professional on FINRA’s BrokerCheck.
Vital questions to ask to help you find a financial advisor who will be perfect for your family’s needs...03.10.2021
Your guide to choosing the best retirement plan as a business owner...03.04.2021