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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-15-2012
- Office Locations
- 3
Office Locations
About Redwood Financial Network
Redwood Financial Network provides fiduciary financial planning and investment guidance for individuals and families, pre-retirees and retirees, and business owners. The team focuses on retirement readiness (income strategies, tax and healthcare considerations), budgeting and investing, and planning that aligns business and personal goals, delivered through a discovery-first process with ongoing check-ins. Custody is through LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM JOHN GORDON III
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #2596540
- Ownership
- 50% but less than 75%
SUNWOOK JIN
MANAGING DIRECTOR, Wealth Advisor
- CRD
- #3224530
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Ryan Bailey
Wealth Advisor
- CRD
- #6152398
HELEN WALETA HARTMAN
Financial Advisor
- CRD
- #5231652
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $261,062,270 | $258,734 |
| Non-Discretionary | $1,769,600 | $176,960 |
| Total | $262,831,870 | $257,931 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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