Gaia Wealth Management
At Gaia Wealth Management, our values lay the foundation for your success. They are at the heart of our working relationship, and they guide every step of our decision-making process. Anchored by transparency, integrity, and honesty, the following values are hallmarks of our uniqueness: Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Gaia Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
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Eric Fletcher
Director of Client Services · Customer/Client Service
EmailPhone - JB
Julia Bourlakov
Founder and Financial Advisor · Finance & Accounting
EmailPhone - JB
Julia Bourlakov Your Financial Organizer
Founder and Financial Advisor · Finance & Accounting
EmailPhone
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Top roles at Gaia Wealth Management
2 distinct titles indexed · top 2 shown.
- 2founder and financial advisor
- 1director of client services
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