Will Gabri

Will Gabri, CFP®

Financial Advisor

(916) 924-7527
Email Will

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 delivery 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 the UC Davis, and I’m a Certified Financial Planner. ®️

 

GBB Advisors have clean regulatory records. Does yours? Click the BrokerCheck® link to find out.

*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.

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