Equity Management Group

Sarah Gassert is a Series 65-licensed advisor at Equity Management Group with no prior industry experience. She has worked at DAV Energy Solutions from 2019 to 2021 and has been with Equity Management Group since 2013. Equity Management Group is a fee-only firm that provides investment management and financial planning to individuals, trusts, estates, non-profits, and retirement plans under a fiduciary standard. The firm offers discretionary portfolio supervision and builds individualized investment plans tailored to clients’ goals and risk tolerance, utilizing a combination of independent research and proprietary analysis.

Jennifer McGee is a financial advisor at Equity Management Group in Camarillo, CA, holding a Series 65 designation with 31 years of industry experience. She has been with Equity Management Group since 1992. Equity Management Group provides fee-only investment management and financial planning to individuals, trusts, estates, non-profit corporations, and retirement plans under a fiduciary standard. The firm manages approximately $62.6 million across about 80 client relationships, offering discretionary portfolio supervision and periodic financial planning, with an investment approach that combines independent research and proprietary analysis tailored to clients’ goals and risk tolerance.

Vernon Dransfeldt is a CFP® professional with nine years of industry experience, currently serving as an advisor at Equity Management Group LLC since 2016. He holds Series 63 and Series 65 licenses and operates out of Santa Rosa Valley, CA. Equity Management Group provides fee-only investment management and financial planning services to individuals, trusts, estates, non-profit corporations, and retirement plans under a fiduciary standard. The firm offers discretionary portfolio supervision and financial planning, using a blend of independent research and proprietary analysis to tailor client portfolios aligned with specific objectives and risk tolerances.