My passion for finance began while I was serving as an Infantry Officer in the Marines. I read Susie Orman’s “Young, Fabulous and Broke” (a gift from my mom) and I was immediately motivated to bring its fundamental investment lessons to the Marines in my command. I developed a PowerPoint presentation with basic information about budgeting, the time value of money, diversified investing and staying out of debt – principles that I saw as critically important. After the presentation, several other Marines requested my personal assistance to start investing, and I was humbled that the education motivated them to take action and start long-term planning. I decided to make a career out of helping people make great financial decisions and I truly believe financial planning is a perfect fit for me.
In addition to my military and civilian leadership experience, I now have spent over 9 years in the financial services industry. I have lived, been stationed at and deployed to, and visited many locations across the globe. I’m empathetic and I seek to understand my client, no matter how different and unique your goals, challenges, passions and desires are. Each plan and roadmap are custom, and if you’re reading this, I would be humbled to discuss your finances with you and see if we’re a good fit in working together.
In the Marines they say, “Have a plan, so you know what to deviate from.” I enjoy creating plans for my clients and working together along the way to adapt to what life may throw at us.
While I grew up in Los Angeles, I went to San Diego State University and that makes me a proud Aztec. After 10 years in the Marines, I found myself back in San Diego in 2013 and have not looked back. I live in La Mesa, but you might find me on my road bike or running all over San Diego – especially at Lake Murray. Most importantly, my life outside of work revolves around my son - an incredible young man whose passion right now is soccer. So, if you see me around town, or at a youth soccer game, please say hello.
Gabe is an Investment Advisory Representative and has the Series 7 registration held with LPL Financial, and Series 66 held with Strategic Wealth Advisors Group, Inc., as well as California life and long-term care insurance licenses.