Francisco Adriel Lasanta gorbea
Investment adviser representative at Elevate Financial Planning and Wealth Management
15 yearsExperience
1 stateRegistered in
$107.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Elevate Financial Planning and Wealth ManagementNov 2025 to now
- CollegeAug 2023 to now
- Hms HostSep 2022 to Jul 2023
- WalmartJun 2022 to Aug 2022
- PublixMay 2021 to May 2022
- High SchoolAug 2019 to May 2023
- Elementary & Middle SchoolAug 2011 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Elevate Financial Planning and Wealth Management
Legal name: Elevate Financial Planning and Wealth Management LLC
$107.1MAssets managed
457Clients
45Advisers
Under 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
- 8189544
- Firm CRD
- 329079