UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
3yrs
Catherine Wright
Full name on record: Catherine Grace Wright
Financial advisor at Gemmer Asset Management
Catherine Wright is a fiduciary financial advisor in Walnut Creek, California, with 3 years in the industry. Catherine joined Gemmer Asset Management in 2024, a firm offering investment management. The firm is paid through a percentage of assets.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office1655 North Main St Suite 360, Walnut Creek, CA 94596
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.82 million
Advisors at the firm8
States licensed ?1 state
Services through Gemmer Asset Management
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowGemmer Asset Management LLCCurrent firm
Contact Catherine
(925) 933-3786Gemmer Asset Management main office 1655 North Main St Suite 360Walnut Creek, CA 94596Office · Get directions Facebook pageGemmer Asset Management
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Questions to ask Catherine
Tailored to Catherine’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Catherine
How do I contact Catherine?
Call Gemmer Asset Management at (925) 933-3786 and ask for Catherine Wright. Catherine works from the Walnut Creek, CA office.
How long has Catherine been a financial advisor?
Catherine has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Catherine hold?
Series 65. Tap any license on this page to see what it allows.
Is Catherine a fiduciary?
Catherine is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Catherine paid?
Gemmer Asset Management reports being paid by a percentage of the assets they manage. Ask Catherine for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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