Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Tax Planning Strategies
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor in Political Science, SUNY Stony Brook, NY.

Interests

Outside of work Gabriel likes to spend time with his family and friends, loves to cook, and enjoy good food, good wine and tasty microbrews.

Community participation

Board Member of the YMCA Greenpoint, Brooklyn since 2019. My goal is to give back to my community by supporting an organization whose purpose it is to support and bring the community together.