Woodward Diversified Capital, LLC

Gabriel Woodward is a financial advisor with Woodward Diversified Capital, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining Woodward Diversified Capital in 2020, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC from 2011 to 2020. Outside of his advisory work, he is the owner of Bakersfield Swim Academy, where he provides swim instruction. Woodward Diversified Capital serves a broad client base including individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a risk-adjusted, tax-aware investment process combining active and passive strategies, and manages multiple private funds across various sectors alongside separate advisory accounts.

Beau Woodward is a financial advisor at Woodward Diversified Capital, LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Woodward Diversified Capital provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a risk-adjusted, tax-aware investment approach that combines active and passive strategies and manages multiple private funds across various sectors alongside separate advisory accounts.

Thomas Woodward is a financial advisor at Woodward Diversified Capital, LLC with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Woodward Diversified Capital provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a risk-adjusted, tax-aware investment approach using a combination of active and passive strategies, and it manages multiple private funds across various sectors while offering discretionary portfolio management and financial consulting.

Caleb Richmond is a financial advisor at Woodward Diversified Capital, LLC in Bakersfield, CA, holding a Series 66 designation with five years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and the Bakersfield Country Club. Outside of advisory work, he operates an independent Amazon storefront as a reseller. Woodward Diversified Capital provides investment management and financial planning services to individuals, high-net-worth clients, trusts, businesses, retirement plans, and pooled investment vehicles. The firm employs a risk-adjusted, tax-aware asset allocation approach using a mix of active and passive strategies and serves as managing member and investment manager to multiple private funds across various sectors.