Jimmy Gonzalez
GFO
2600 Douglas Rd.
Ste 1104
Coral Gables, FL 33134
3054823002
About GFO
GFO is a specialized private wealth management firm serving successful investors and entrepreneurs. Operating with the tone of a Capital Architect, we prioritize precision, efficiency, and measurable outcomes. We end the chaos of complex wealth by implementing the proprietary Perpetual Capital Framework (PCF). Our purpose is clear: to strategically integrate all capital components and design generational continuity, ensuring your vision translates into a lasting, integrated family legacy.
See Disclosures
General Information
Firm Start Year
2025
No. of Employees
2-4
CRD#
4271692
Firm CRD#
143440
Name of Custodial Firm
Fidelity Investments & Altruist
Years of Experience in Financial Services
25
Number of Years with Current Firm
10
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
Advisory Services Provided
Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Tax Advice and Services, Financial Planning for Businesses
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CRPC®
Securities Licenses
Series 65, Series 63
Firm Information
Firm's Number of Clients
100
Firm's Number of Planning Clients
10
Firm's Number of Managed Clients
100
Assets Managed by Firm
100 mil+
Advisor's Number of Clients
100
Advisor's Number of Planning Clients
10
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
1,000,000
Compensation Methods
Based on Assets, Flat Fee
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1886766/rothira-GFO-detailed-disclosure.html
Disclaimer
Investment Advice is offered through Belpointe Asset Management, LLC 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Insurance products are offered through a variety of licensed carriers. Additional information about Belpointe Asset Management is available on the SECs website at www.adviserinfo.sec.gov. It is important to read our disclosures available at this link https://belpointeasset.com/disclosure/