Defined Financial Planning

President Joe Biden has unveiled a $1.9 trillion COVID-19 relief plan aimed at boosting the economy. On KRON 4 News, our advisor, Sam Gaeta, CFP shared what’s in this proposal and how it will impact Bay Area families. #covid19 #economy #yourmoney #stimulus

We have had a busy couple of weeks at Defined Financial Planning. We were recently featured on four San Francisco news stations and asked to provide our insights to their viewers on how to navigate through important financial decisions. Click below to see clips of our interviews:

Due to the events unfolding in Washington DC, Sam’s interview has been rescheduled to tomorrow. We will continue to update you on when to watch. To see previous media coverage, click below to visit our website:

Our wealth advisor Sam Gaeta, CFP will be interviewed live on KTVU Fox 2 this morning during the 9 o'clock hour (Pacific Time). Tune in to learn the most surprising things Americans are doing with their money in this time of uncertainty and how COVID-19 is changing traditional financial wisdom. Watch it live here: https://www.ktvu.com/live