Joan Christine Gonzalez
Investment adviser representative at Brightplan LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
13 years in the industry.
- Brightplan LLCJun 2021 to now
- UnemployedSep 2020 to Jun 2021
- New Horizons Computer Learning Centers (united Training)Apr 2020 to Sep 2020
- UnemployedJan 2020 to Apr 2020
- Advice Systems, Inc.Apr 2019 to Jan 2020
- Winslow, Evans & Crocker, Inc.Jan 2014 to Apr 2019
- The Midas CollaborativeJun 2013 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 3 states (LA, MA, TX).
Brightplan LLC
$0Assets managed
0Clients
6Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2005640
- Firm CRD
- 283790