Aaron M. Gabriel, CFP<sup>&reg;</sup> - Financial Advisor

Aaron M. Gabriel, CFP®

CIMA, MBA

President

The Gabriel Group

2010 Crow Canyon Pl, Ste 100
San Ramon, CA 94583-1344
FINANCIAL ADVISOR'S WEBSITE
(800) 361-8033
+1 More Number
(925) 361-3633
CONNECT WITH Aaron
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General

Aaron Gabriel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Gabriel Group in San Ramon, CA and the surrounding communities.

Financial Advisor Overview

The Gabriel Group is an independent wealth & investment services firm, incorporated in 2014. Having the backing of Raymond James also affords our team significant advantages - including access to their award winning research, portfolio management tools and state of the art technology - for both our clients as well as for us, the advisors. With a combined 90+ years of industry experience, our team at the Gabriel Group has been assisting individuals and small businesses on a wide range of financial issues. Whether it's planning for one's retirement, managing cash flows, planning for the financial ability to send children to college, or just building a conservative nest egg...OUR goal is to assist our clients in reaching THEIR goals.

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Financial Advisor Experience

As a financial advisor, I have served in the securities industry since 1988, assisting investors tin planning for their investment goals. Two key concepts I place great importance on are proper asset allocation and risk/return suitability. I am a CERTIFIED FINANCIAL PLANNER (CFP) practitioner and past instructor for the CFP certification coursework through Kaplan Financial. I am also a Certified Investment Management Analyst (CIMA), member of the East Bay Chapter of the Financial Planning Association and the Investment Management Consultants Association, having served on its Certification Committee for 11 years. In the past, I had served 4 years on the Board of Directors and Finance Committee for a Silicon Valley non-profit organization. I have been a past speaker in various public educational forums on investment-related topics. My wife and I live in Danville with our two wonderful and energetic sons, Josh and Jacob. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 6, 9, 10, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Certified Investment Management Analyst(CIMA), NFL

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Attending College, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Life Planning

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