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Carina Michelle Gascon

Wealthspire Retirement Advisory

Aliso Viejo, CA

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-25
  • CA RA
    APPROVED
    Since 2024-06-25

Branch Locations

120 Vantis Suite 400, Aliso Viejo, CA 92656 • 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
Nfp Retirement, Inc. Aliso Viejo CA 10/2019 06/2024
Nfp Retirement, Inc. Aliso Viejo CA 06/2024 10/2025
Chapman University Orange CA 06/2015 10/2019
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 10/2019 → 06/2024
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 06/2024 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 06/2015 → 10/2019
    Chapman University
    Orange, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-24
  • S65 Uniform Investment Adviser Law Examination
    2024-06-24

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
ANCHOR CAPITAL · ALISO VIEJO, CA
EDEN FINANCIAL · ALISO VIEJO, CA
JG WEALTH MANAGEMENT, LLC · ALISO VIEJO, CA
LIFETIME FINANCIAL, INC. · Aliso Viejo, CA
SST BENEFITS CONSULTING · ALISO VIEJO, CA
CLARAPHI ADVISORY NETWORK, LLC · ALISO VIEJO, CA

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