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.