Senior Wealth Advisor
As Senior Wealth Advisor, Gabrielle works closely with clients to help them both define and achieve their financial goals. As their trusted advisor, her aim is to provide superior client service that adapts as client’s lifestyles, locations, and financial goals change.
Gabrielle has experience in the financial services industry in operations, sales, and financial planning. In her most recent role as a Financial Planner, she focused on reviewing clients’ assets, liabilities, and resources to identify effective strategies unique to their circumstances. This was inclusive of investment, education, and retirement planning.
Gabrielle holds a Master of Science in Business Administration with a Concentration in Financial and Tax Planning from San Diego State University and earned her undergraduate degree in International Banking and Finance from Franklin University Switzerland. She has earned the FINRA Series 65 Investment Adviser license and holds the CERTIFIED FINANCIAL PLANNER™ certification.
Gabrielle very much enjoys being back in San Diego, after many years abroad, to spend time with her large family and close friends. Her and her husband love to Scuba dive and enjoy their evenings at home with their three rescue dogs. She most enjoys traveling the world at any opportunity to explore new cultures, meet new people, and enjoy great food and wine!
Why I Do What I Do:
As a member of the Reilly Family, I grew up hearing about this industry and business and I think that is a very strong reason as to why I had an initial interest in becoming an advisor. Now I love being an advisor because I work every day towards understanding my client’s needs and wishes for their finances and help bring them to fruition. I enjoy building relationships that go beyond financial discussions while always striving to be a trusted advisor who my clients can turn to at any time.