Contact Us

Gradient Capital Advisors

2125 Poinsettia Drive
San Diego, CA 92107-2407

gradientcapital.com

619.255.0700 | tel
619.255.0777 | fax

Direct Email

Rodney A. Simms, ChFC®, CFP®
Managing Principal
RSimms@gradientcapital.com

Eric E. Simms, AAMS®, CRPC®
Director of Wealth Management
ESimms@gradientcapital.com

Timothy A. Sagawa, CFA®, CFP®
Director of Asset Management
TSagawa@gradientcapital.com

Eric H Yeager, CFP®, AWMA®, AAMS®
Director of Retirement Planning Strategies
EYeager@gradientcapital.com

Trevor Shaw
Portfolio Analyst
TShaw@gradientcapital.com

Calena Lawson
Client Services Manager
CLawson@gradientcapital.com

 

  • © 2023 Gradient Capital Advisors, LLC
  • 2125 Poinsettia Drive
  • San Diego, CA 92107-2407
  • 619.255.0700 tel
  • 619.255.0777 fax
  • gradientcapital.com

Gradient Capital Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Gradient Capital Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Gradient Capital Advisors, LLC unless a client service agreement is in place.