Gonzalo Rufatt
Investment adviser representative at Altamira Financial Group, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$130.3MFirm assets
Are you Gonzalo Rufatt? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Altamira Financial Group, LLCJan 2022 to now
- LPL Financial, LLCMar 2010 to now
- Financial Partners, LLC (formely: New Mexico Financial Partners)Nov 2013 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, NM).
Altamira Financial Group, LLC
$130.3MAssets managed
115Clients
3Advisers
1 yearIn 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
- 4686876
- Firm CRD
- 316907