Gideon Strategic Partners is an independent financial services firm specializing in tax-efficient investments, risk management, retirement & estate planning.

Finance

Gideon Strategic Partners

Gideon Strategic Partners' headquarters in Santa Monica, CA, United States

Robert D. Amoruso

Edwin R. Kispert III

Erik Oros

Caroline Goldsmith

Andrew Cuevas

Bre Rekenthaler

The Leadership Team at Gideon Strategic Partners is responsible for setting the strategic direction of the firm, overseeing operations, and ensuring alignment across various departments. Comprising experienced professionals in finance, marketing, and operations, they drive initiatives in tax-efficient investments, risk management, and client-focused financial planning to achieve the company's goals and enhance client satisfaction.

Leadership Team

The Finance and Operations team at Gideon Strategic Partners manages the firm’s financial activities, optimizes operational efficiency, and ensures seamless service delivery. They handle underwriting, client services, project management, financial planning, and investment analysis to support tax-efficient investments, risk management, and comprehensive retirement and estate planning solutions.

Finance and Operations

This department focuses on managing client relationships and providing support to ensure customer satisfaction.

Client Services

This department manages internal and external communications, ensuring clear messaging and engagement with stakeholders.

Communications Department

This department focuses on managing and optimizing investment strategies in advanced financial markets.

Advanced Markets

This department oversees the overall strategic direction and operational management of the organization.

Gideon Strategic Partners

Org chart

Teams

Leadership Team

Finance and Operations

Client Services

Communications Department

Advanced Markets

Executive Management

Offices

Gideon Strategic Partners

Org chart

Teams

Leadership Team

Finance and Operations

Client Services

Communications Department

Advanced Markets

Executive Management

Offices

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