About Legacy One Financial

Where Your Money Meets the Rest of Your Life

Legacy One Financial is a financial planning and wealth management firm in Ventura, California, founded by Gaea Dawn.

We believe money is closely tied to everything else in your life: family, work, health, purpose, and the legacy you hope to leave. Those things belong in the financial conversation, so we make room for them.

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How Legacy One Began

Gaea began her career as a financial advisor in 2010. After her daughter was born in 2016, she realized she wanted the freedom to build a practice that reflected her own values and the way she believed clients deserved to be served.

In 2019, she took that leap. She became an independent advisor with LPL Financial and founded Legacy One Financial, a firm built around personal relationships, comprehensive guidance, and her philosophy of Mind. Body. Spirit. Money.

Today, Legacy One is a growing team with the same purpose it started with: helping clients clarify their dreams, goals, and values, and build a financial life that supports them.

Read Gaea's full story

Mind. Body. Spirit. Money.

Gaea believes true abundance comes from caring for every part of your life. When your mind, body, spirit, and money work together, it becomes easier to see how your experiences, beliefs, and stories shape your financial choices.

MIND

How you think about money shapes the choices you make with it. We help you understand your options, ask the questions on your mind, and approach decisions with intention.

BODY

How you care for yourself affects the energy you bring to every decision. Money can add stress or help support your well-being, and we pay attention to both.

SPIRIT

Gratitude and meaningful connection help bring life back into alignment. We start by understanding what gives your wealth meaning, whether that’s family, generosity, freedom, or the legacy you want to leave.

MONEY

Through our financial planning and investment services, we help you consider retirement, insurance, and other financial decisions together, with your priorities guiding the conversation.

Our philosophy shapes how we get to know clients. It doesn’t replace financial analysis, and no approach can guarantee financial outcomes.

Who We Work With

We work with individuals, families, and business owners, including:

People who have built meaningful wealth and want it to reflect their values
Business owners balancing personal and business finances
High-earning professionals who want a plan early in their careers
Women who want to be fully involved in their financial decisions
People approaching retirement or already enjoying it

What our clients share matters even more. They’re growth-minded people who believe life is meant to be lived fully. They value alignment and intention, and they aren’t afraid to dream bigger. Many have been with us for years and have introduced us to their parents, children, and friends.

Our office is in Ventura, and we work with clients throughout California and in other states where our advisors are properly registered or licensed.

See how we work with clients

Meet the Legacy One Team

Gaea Rae Dawn

LPL Financial Advisor and Owner of Legacy One Financial

(805) 330-9680

Gaea.Dawn@LegacyOneLife.com

Gaea grew up in the mountain town of Twain Harte, California, where she spent her childhood climbing trees, biking, skiing, and exploring the outdoors. After earning her degree in Digital Media from Sacramento State University, she...

Gaea Dawn

LPL Financial Advisor and Owner of Legacy One Financial

(805) 330-9680

Gaea.Dawn@LegacyOneLife.com

Today, Gaea continues to nurture the long-standing relationships she has built throughout her career while continually expanding her knowledge in an ever-changing financial landscape.

Nadia Klein

LPL Financial Advisor

805-864-0533

Nadia.Klein@legacyonelife.com

Nadia Klein is a Financial Advisor who works closely with individuals and families to create clarity, confidence, and alignment in their financial lives. She began her career in financial services in 2019 while completing her Master’s...

What Our Clients Are Saying

“Gaea came to me as a trusted referral almost 8 years ago. I was not specifically looking for an advisor, but decided after meeting with her, to move forward with her planning and advice. I have followed her when she moved office from Carpinteria to Ventura, and when she opened her own firm, Legacy One Financial. I have also referred two family members, who now work with her as well, and several acquaintances over the years. Gaea is very easy to talk to and contact. She has great support staff. They are all always responsive, which is critical when it comes to managing one’s money! Gaea’s skillset is knowledgeable, as is that of her team. She is always prepared for our calls or meetings and great at explaining things, even if I require multiple repeats (which I often do). This is so comforting for me, in knowing my portfolio is well taken care of. She is so pleasant and we often share events and details of our lives, other than just my financial planning and portfolios, which gives our relationship a wonderful completeness.”

Heather B.

Client of Legacy One Financial

This statement is a testimonial by a client of the financial professional as of 6/1/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Beyond the Office

From Gaea Dawn

Expanding Your Money Story

Gaea’s book grew out of years of conversations with clients about the stories, beliefs, and hopes behind their financial decisions. Part personal story, part financial guide, it explores the connection between money, mindset, and creating a truly abundant life.

Explore the Book

Documentary Episode

Women in Power

Gaea was featured in the Women in Power documentary series by Inside Success TV. Her episode shares her journey as a woman in financial services, an entrepreneur, a mother, and a business owner, and the courage it took to define success on her own terms.

Learn About Gaea’s Episode

Frequently Asked Questions

Who is Gaea Dawn?

Gaea Dawn is the founder of Legacy One Financial and an LPL Financial Advisor in Ventura, California. She has worked in financial services since 2010 and is the author of Expanding Your Money Story. You can read Gaea’s full story to learn more about her background and approach.

Where is Legacy One Financial located?

Our office is located at 965 E. Main St., Ventura, CA 93001. You can reach us at (805) 330-9680. We meet with clients in person, by phone, and by video.

What does Legacy One Financial help with?

We provide financial planning, investment management, retirement planning, insurance planning, and legacy planning for individuals, families, and business owners. You can explore our services to learn how these areas may fit together around your priorities.

How do I get started?

Reach out through our contact page. Your first conversation is complimentary, and it gives us a chance to learn what has been on your mind and discuss whether our services may fit your needs.

A Place to Begin

Begin With What Matters to You

You don’t need every question answered or every account organized before you reach out. Tell us what’s been on your mind, and we’ll start there.

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