Gustavo Ramirez Zarate

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → 01/2020
  Commonwealth Financial Network
  Waltham, MA
• 01/2010 → Present
  Commonwealth Financial Network
  Westlake Village, CA
• 12/2010 → Present
  Powell Financial Group
  Camarillo, CA

Other Businesses

1. Fixed insurance sales; As of 1/1/2020; 1% time spent during business hours; Conducted at branch location; Investment related. 2. Owner & President, GRZ Wealth Management, Inc. dba Powell Financial Group; a private entity established to facilitate securities, advisory, and insurance business; as of 3/01/2025; 5% time spent during business hours; Conducted at branch; Investment related. 3. Owner of rental property located in Camarillo, CA, as of 04/28/2026; 0% time spent during business hours; Not conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-21

Designations

• Certified Financial Planner

Other Names

• Gustavo Zarate