Gabrielle serves as an International Wealth Manager, working directly with her clients to create and maintain all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Gabrielle specializes in working with expats as she understands particular needs U.S. expatriates have, as well as the unique challenges they face. This stems largely from experience living as an expat, which has allowed her to develop a truly global network. Prior to joining Creative Planning, she worked for an independent investment advisory firm as the Director of Wealth Management. Gabrielle has spent her entire career in the financial services industry and has developed an in-depth knowledge of serving clients, both domestic and abroad, with comprehensive wealth management.
Gabrielle earned a Bachelor of Arts degree in International Banking and Finance from Franklin University Switzerland where she graduated with honors. Gabrielle earned a Master of Science in Financial and Tax Planning from San Diego State University. She is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and has recently earned the designation of Global Financial Planner from the Global Financial Planning Institute.
Gabrielle and her husband have one daughter and two rescue dogs. She most enjoys traveling the world at any opportunity to explore new cultures, meet new people, and enjoy great food and wine!
*See all Creative Planning disclosures and sources.