Meet the Advisor
Gavin Schmitt, CFP, MsF
Gavin began his investment career working alongside a senior advisor with over 30 years of experience while completing his bachelor’s degree in finance. Driven by a deep interest in markets and finance, he went on to earn a master’s in finance with an emphasis in Financial Markets from the University of Southampton near London, England. To further his expertise in comprehensive financial planning, Gavin completed a Certificate in Financial Planning from Pepperdine University and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Gavin specializes in helping individuals, families, and business owners build wealth, as well as plan for and actively navigate retirement. Gavin and the team also use tools such as eMoney and Holistiplan in order to help with cash flow planning, tax planning, and other retirement techniques that are often overlooked. Gavin is a licensed Series 65 Investment Advisor Representative and holds insurance licenses in Life and Health.
He resides in Carlsbad, California with his wife and two children. Outside of work, Gavin enjoys surfing, golfing, family time, and staying current on tech trends, capital markets, and emerging financial strategies.
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Trek Management Team
The foundation of a strong financial plan is far more than having a diversified portfolio, it is about making difficult decisions that continue to occur throughout your life in all areas of your financial world. We strive to bring you the expertise you need to navigate through life’s decisions. With this in mind, we partner with Trek Financial, LLC., a SEC Registered Investment Advisory firm.
With the support of the Trek Corporate Management Team, we are able to provide the best service possible to our clients. Additionally, by aligning with Trek, we are able to provide our clients with additional planning resources.
Our Approach
We believe financial planning is about more than hitting milestones. It’s about supporting the life you’re building. Our approach focuses on clarity, flexibility, and the confidence to move forward with purpose.
Our Values
Clarity Over Complexity
We take the time to explain what matters, so you feel confident making informed decisions, no matter your level of financial experience.
Progress Over Perfection
As life evolves, so do your goals. We believe planning is a process, not a one-time event. We meet you where you are, and help you move forward with intention.
Listening Before Advising
Beneficial advice starts with understanding. We begin by getting to know what you care about and what you want your journey to look like.