UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
3yrs
Gerwin de Haan
Financial advisor at Burton Enright Welch
Based in Walnut Creek, California, Gerwin de Haan is a fiduciary financial advisor with 3 years of industry experience. Gerwin has been with Burton Enright Welch since 2025; before that, Gerwin spent a year at Advanced Portfolio Strategies. Burton Enright Welch offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
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
Office1850 Mt. Diablo Boulevard Suite 335, Walnut Creek, CA 94596
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.27 million
Advisors at the firm12
States licensed ?1 state
Services through Burton Enright Welch
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
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
- Sep 2025 – nowBurton Enright WelchCurrent firm
- Mar 2024 – Aug 2025Advanced Portfolio StrategiesPreviously
Contact Gerwin
(925) 932-8010Burton Enright Welch main office 1850 Mt. Diablo Boulevard Suite 335Walnut Creek, CA 94596Office · Get directions LinkedIn pageBurton Enright Welch
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Questions to ask Gerwin
Tailored to Gerwin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Gerwin
How do I contact Gerwin?
Call Burton Enright Welch at (925) 932-8010 and ask for Gerwin de Haan. Gerwin works from the Walnut Creek, CA office.
How long has Gerwin been a financial advisor?
Gerwin has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Gerwin hold?
Series 65. Tap any license on this page to see what it allows.
Is Gerwin a fiduciary?
Gerwin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gerwin paid?
Burton Enright Welch reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gerwin 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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