Ekenna  Anya-Gafu,  CFP<sup>&reg;</sup> - Financial Advisor

Ekenna Anya-Gafu, CFP®

AAMS

Director of Planning

Bay Street Capital Holdings

460 Lassen ST, 460 Lassen St
Los Altos, CA 94022-3835

Bay Street Capital Holdings

Remote
Scottsdale, AZ 85251-3663
FINANCIAL ADVISOR'S WEBSITE
(650) 781-8880 CONNECT WITH Ekenna
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General

Ekenna Anya-Gafu is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bay Street Capital Holdings in Los Altos, CA and the surrounding communities.

Financial Advisor Overview

Ekenna is Bay Street’s Director of Planning. He provides institutions with customized support for retirement plans, from development through review and optimization. Ekenna also leads Bay Street’s comprehensive financial planning strategy aimed at turning clients’ financial dreams into reality. Prior to Bay Street Capital Holdings, Ekenna spent five years in the brokerage world with Charles Schwab and TD Ameritrade. Ekenna is a Certified Financial Planner (CFP) and an Accredited Asset Management Specialist (AAMS). He is a graduate of Black Hills State University where he completed 4 years of collegiate football with a double major in Finance & Economics and Behavioral Science.

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Financial Advisor Experience

+5 years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Asset Management Specialist (AAMS)

Broker-Dealer Disclaimer

Bay Street Capital Holdings is an independent investment advisory, wealth management, and financial planning firm headquartered in Palo Alto, CA. We manage portfolios with the goal of maintaining and increasing total assets and income. Although many advisors may focus on maximizing returns, we place a higher priority on managing total risk and volatility.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Getting Married, Insurance, Job Loss, Minority Financing, Startup, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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