VETTED

Gabriel Bustamante

Q: Do you have a customer satisfaction or refund policy?

I usually don't charge any fees unless I see an opportunity to help my clients with.

Q: Why should I choose you as my financial advisor?

I take a lot of pride in taking care of my client's needs. I also take it very seriously to continue to enhance my knowledge to be able to have great value in services that I may provide my clients.

Q: How do you charge for your services?

Either a percentage of the money that will be in the investment manage account or a flat annual fee for a financial plan.

Q: What services do you provide? What are your specialties?

My main objective is to understand the current full picture of my clients positions in order to collaborate with them and prioritize a course of action.

CFP^®

Tel: 954-594-4364 11555 Heron Bay Boulevard Suite 200 Coral Springs, FL 33076

About Gabriel Bustamante

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

About MassMutual

MassMutual is a mutual company. That means we don't have shareholders. And we're not in business to satisfy Wall Street analysts. We operate for the benefit of our members, policyowners, and customers. By putting their long-term interests first, we've shown that looking out for each other pays off, time and again. The proof is in our financial strength ratings 1, among the highest of any company in any industry.

See Disclosures

General Information

Insurance License#:

p081221

States Licensed in:

FL, TX, PA, NJ, NC, SC, CT, MA

Communities served:

FL, TX, PA, NC, NJ, CT, MA, SC

Number of Years with Current Firm:

Work Experience:

I have been an advisor since February 2007 with MetLife financial services until July of 2016. Since July of 2016 the advisors all moved to MassMutual, and I have been here since then.

Work with the following types of clients:

Individual Investors, Businesses

Foreign Languages Serviced:

Spanish

Advisory Services Provided:

Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management

Qualifications & Memberships

Insurance and Annuity Licenses:

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Services

Investment Types:

Mutual Funds, Annuities, Exchange Traded Funds (ETFs), Insurance

Can meet clients in the following ways:

Phone, Our Office, Video Conference

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$100,000

Compensation Methods:

Based on Assets, Flat Fee

Fee % Based on Assets:

Minimum Fee Charged for Managed Accounts:

$1000

Minimum Fee Charged for Hourly Planning Accounts:

$1000

Firm Information

Advisor's Number of Clients:

500

Advisor's Number of Managed Clients:

Advisor's Number of Planning Clients:

Total Assets Under Management by Advisor:

$5000000

Preferred meeting methods

I provide a free initial consultation:

Yes

Education

Business Administration - Business:

Florida Atlantic University - Boca Raton FL

8/10/2000 - 02/24/2005

Financial Planning for Individuals

I help individuals organize their finances and make sure their long-term financial goals are met by making the right decisions throughout their accumulation phase.

Retirement Planning

I help clients understand how to enhance their current plan to make sure they are covering their lifestyle cost and make sure they are allocated correctly. Making sure they are maximizing their tax brackets and doing roth conversion as it makes sense on a yearly basis.

Do you have a customer satisfaction or refund policy?

Why should I choose you as my financial advisor?

How do you charge for your services?

What services do you provide? What are your specialties?

What financial institution(s) do you represent?

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1893110/wiseradvisor-massmutual-detailed-disclosure.html

18 Years of Experience

CRD# 5264619 Firm CRD# 10409Insurance License# p081221Series: 63, 6, 65

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

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