Knowledge, experience, leadership And the confidence to pursue your goals

Gabe began his career in financial services in 2008. Over the last several years, Gabe has gained experience working with both high net worth and ultra high net worth clients in various planning areas. His ability to build, monitor, and deepen relationships has made him an invaluable asset to his team. Gabe graduated with a B.S. in finance from Monmouth University. He is a CERTIFIED FINANCIAL PLANNER™, Accredited Wealth Management AdvisorSM and holds the Series 7, 63 and 66 securities licenses as well as Life, Accident and Health Licenses.

As a Financial Advisor, he provides advice in the following areas:

- Retirement income and cash flow analysis

- Retirement plans and employee benefits

- Estate and multigenerational planning

- Risk and liability management planning

- Business continuity and succession planning

- Charitable giving strategies

- Executive compensation and benefit strategies

In addition to his career in financial services, Gabe is heavily involved in his community. Serving as an alumni mentor, Gabe spends time guiding local students at Monmouth University. Gabe gives back by coaching young athletes and is the founder of a travel baseball team called the Central Jersey Lookouts. Prior to starting his career in finance, Gabe signed a professional baseball contract to play in the Continental Baseball League based out of Texas. When not on the ball field or mentoring students Gabe enjoys traveling, playing golf, and wine making. Gabe resides in New Jersey with his son Cameron.

 

Registered States:

AZ, CA, CT, DC, DE, FL, GA, IL, MD, ME, MI, NC, NJ, NY, OH, PA, TN, TX, VA, VT, WI