Joshua Michael Gatti

Employer firm

Morling Financial Advisors, LLC CRD 111819

$1.05B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2025 → Present
  Morling Financial Advisors
  Fremont, CA
• 07/2024 → 02/2025
  Unemployed
  Dublin, CA
• 06/2022 → 07/2024
  Santa Clara University
  Santa Clara, CA
• 10/2019 → 06/2022
  Jvm Lending
  Walnut Creek, CA
• 10/2017 → 09/2019
  Lending Club
  San Francisco, CA
• 09/2015 → 09/2017
  Patelco Credit Union
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-23