Bachelors Degree in Finance
Andres Gutierrez Professional Recomendado
Loves to travel overseas
Multilingual – Fluent in Spanish
Hobbies include reading, photography, and playing tennis
Will video conference with clients to make it easier
With a bachelor’s degree in finance, Gaby is an emerging professional in the field of wealth management. Her journey began during her junior year of college when she encountered a professor whose passion for empowering students with financial knowledge left a remarkable impact. Inspired by her professor’s commitment to imparting the importance of financial literacy, Gaby knew she wanted to have that same positive impact on others.
Dedicated to helping clients achieve their financial dreams, Gaby recognizes that each financial journey is as unique as the individuals themselves. She combines a deep understanding of investment strategies with a personal touch and commitment to providing tailored solutions that align with each client’s unique goals. Whether it’s retirement planning, investment management, or estate planning, Gaby understands that financial well-being is not just about numbers. It’s about empowering her clients with the tools and insights needed to make informed financial decisions to help achieve their goals, secure their future, and enjoy peace of mind.
Beyond the world of finance, Gaby is an avid traveler who finds inspiration in exploring diverse cultures and meeting people from all over the world. Her passion for travel has taken her to numerous countries and she has even studied abroad in South Korea for a year where she fostered a deep appreciation for interconnections of the world and the power of cultural exchange.
In addition to her financial prowess, Gaby is multilingual and fluent in Spanish, opening doors to broader spectrum of clients and enabling seamless communication with Spanish-speaking clients. She values the ability to bridge language barriers and build relationships based on trust and understanding. Whether she is crafting investment strategies, jet-setting to new destinations, or unraveling the financial narrative of clients, Gaby remains dedicated to making a positive impact, one financial story at a time.
Gaby holds her Series 65 registration with Trilogy Capital, Inc. as well as a California Life, Accident and Health Insurance license.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.