MS, CFP®, BFA™, CRPC®, AAMS®, CMFC®, AWMA®, MPASSM
Private Wealth Advisor
Gabler, Nino & Associates
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Investment Management
- Retirement Planning Strategies
- Wealth Preservation Strategies
- Charitable Giving
- Retirement Plan Distribution
- Retirement Income Strategies
- Social Security Retirement Benefits
- Business Retirement Plans
- Sustainable and Responsible Investing
- Employee Stock Options
- Executive Compensation and Benefit Strategies
- Estate Planning Strategies
- Saving for Education
- Small Business
- Sports: I love all types of sports, including Basketball, Football, Baseball, Hockey and Golf.
- Personal Fitness: I enjoy working out, staying healthy, and living a balanced lifestyle.
- Food and Wine: My wife and I love trying all types of food and wine, in particular the wines from California.
- Travel: Like most people, we have a love for new experiences and new regions of the US and the world.
- Family and Friends: My favorite times are shared with my close family and friends, especially my wife Cailey, my daughter Elyse, and my son Lucas.
Awards & recognition
- Ameriprise Circle of Success, 2014 - 2021
- Forbes Top Next-Generation Wealth Advisors, 2019-2020
- Forbes Best-in-State Wealth Advisors, 2021
- Five Star Wealth Manager, 2014, 2015, 2019-2022
- Gabler, Nino & Associates, Ameriprise Client Experience Award, 2020-2021
- Premier Protection award, RiverSource Life Insurance Company , 2014
- Ultimate Digital Excellence Award, 2021
- Protect. Grow. Give.® , Riversource Life Insurance Company 2013, 2014
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
AAMS® Accredited Asset Management Specialist℠
CMFC® Chartered Mutual Fund Counselor℠
AWMA® Accredited Wealth Management Advisor℠
CRPC® Chartered Retirement Planning Counselor℠
Business Financial Advisor
- Bachelor's of Business Administration, Loyola Marymount University
- Master of Science in Personal Financial Planning, College for Financial Planning