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Gael Fonseca Gutierrez

Concentric

Walnut Creek, CA

CRD 8160174

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Employer firm

Concentric CRD 321633

$13.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • CONSTRUCTION OF MODEL SECURITIES PORTFOLIOS

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

Current Employers
Concentric

1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-06
  • CA RA
    APPROVED
    Since 2026-01-06

Branch Locations

1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Concentric Walnut Creek CA 08/2025 Present
University Of California, Berkeley Berkeley CA 06/2023 07/2025
Dustbusters Plus Llc Eugene OR 08/2024 08/2024
Del Paso Boulevard Partnership Sacramento CA 03/2021 06/2023
Sacramento City College Sacramento CA 06/2021 05/2023
West Campus High School Sacramento CA 08/2017 06/2021
Will C. Wood Middle School Sacramento CA 08/2015 06/2017
  • 08/2025 → Present
    Concentric
    Walnut Creek, CA
  • 06/2023 → 07/2025
    University Of California, Berkeley
    Berkeley, CA
  • 08/2024 → 08/2024
    Dustbusters Plus Llc
    Eugene, OR
  • 03/2021 → 06/2023
    Del Paso Boulevard Partnership
    Sacramento, CA
  • 06/2021 → 05/2023
    Sacramento City College
    Sacramento, CA
  • 08/2017 → 06/2021
    West Campus High School
    Sacramento, CA
  • 08/2015 → 06/2017
    Will C. Wood Middle School
    Sacramento, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-06
  • S65 Uniform Investment Adviser Law Examination
    2026-01-06

View on SEC IAPD

Nearby Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

More in Walnut Creek, CA

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