“It’s incredibly rewarding to use my knowledge to help our clients achieve their goals and feel confident about their future.”
Gabe takes pride in proactively identifying financial planning opportunities as a Paraplanner at Symphony Financial Planning. He analyzes client situations, services investment accounts, and presents reports in client meetings. His attention to detail helps ensure that clients and the planning team are well-informed.
Before joining Symphony, Gabe worked for a Registered Investment Advisor based in Palo Alto. He is glad to work for a fiduciary firm like ours, as he finds it satisfying to always strive to act in clients' best interests. He enjoys getting to know our clients and playing a part in achieving their financial goals.
Outside work, Gabe is passionate about hiking, traveling, and lending a helping hand in his community. He volunteers as a tutor for School on Wheels, an organization serving children experiencing homelessness. His favorite travel destination is Hawaii, a place close to his heart due to its perfect year-round weather and positive community.
Education and Certifications
Bachelor of Business Administration, Finance, University of Hawaii at Manoa, 2021
Interests and Involvement
Volunteer, School on Wheels