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WILL GABRI, CFP®

My Beliefs and process:

It’s an honor and a privilege to work as your Advisor.  I believe that relationships are built on trust and listening—and your priorities matter most.  We have a very talented and experienced team here at GBB and we aim to help deliver outstanding results and service.  I draw on 16 years of experience assisting clients in all sorts of planning situations and market conditions.   

My process involves thoroughly understanding your situation, constructing a specific financial plan and then executing a durable and sound investment strategy.  We will periodically revisit our work to ensure we’re on track!  

Specialties:

  • Planned and Unplanned Life Events 
  • Retirement
  • Income Planning
  • Investment Management
  • Tax Sensitive Management

About Me:

I’m a Sacramento native, and I love our region!  I’m a father of three children.  Their interests and activities keep me busy.  My interests include sports, running each evening, RVing, saltwater fishing, boating, reading and cooking.  I have a heart for our local Foster Kids.  I used to be one, and I’ve now adopted one.  I have a B.A in Economics from UC Davis, and I’m a Certified Financial Planner. ® 

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