Gabriel specializes in providing tax and financial advice to both individuals and small businesses. In addition, he provides comprehensive financial planning and wealth management on a fee-only basis. His experience spans over 30 years. He previously held senior positions at Arthur Young and Ernst & Whinney. Gabriel earned his Master's Degree in Financial Planning in 2012, received his CFP(R) designation in 2002, his CPA certificate in 1985, and a BS in Accounting from California State University, Northridge in 1983.
Services
What Makes Us Different
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We are different because we focus on long-term relationships, are "Fee Only" financial planners, and we understand the tax consequences of your financial decisions which allows you to see the big picture. We listen, we get to know you, and then we tailor advice to your needs. This is how we build long-term relationships with our clients.
Investment Philosophy
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Our disciplined approach focuses on market returns in each of the important asset classes of a well-diversified investment portfolio. Security markets are efficient and incorporate all publicly available information. This implies that investors cannot expect to consistently beat the market by picking individual securities or market timing.
Our Process
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We have an initial conversation with you at no cost to determine how we can best serve your needs through Wealth Management and Financial Planning. We agree to a financial approach, provide a list of documents for you to gather, and sign the appropriate Financial Planning or Wealth Management Agreement.
Financial Planning
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Our comprehensive financial planning services involve a thorough review of your circumstances. We analyze your budget and make recommendations so that your cash flows and savings are aligned with your goals. We review your most current income tax returns and develop tax minimization strategies to meet your long-term financial goals.
Wealth Management
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Our Wealth Management Program includes all of the services we offer in comprehensive financial planning, plus investment management and annual income tax planning and tax preparation. Once your comprehensive financial plan is created, we develop your individualized Investment Policy Statement. This becomes our guide to implementing your investment planning goals.
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