Gabriella Perez
Financial Advisor
Designations & Licenses: CFP®, AIF®
Gabriella earned her B.A. in Business Administration with an emphasis in Financial Planning from California State University, Fullerton. She has also completed her CFP® credential program at California State University, Fullerton.
Gabriella holds the following certifications:
- CFP® Professional (CERTIFIED FINANCIAL PLANNER™)
- Life Insurance License (California)
- Series 65 (Uniform Investment Advisor Law Registration)
- AIF® (Accredited Investment Fiduciary®)
Before joining FAN, Gabriella worked for a regional wealth management and financial planning firm where she developed a passion for the financial services industry. She has now been in the financial services industry for more than half a decade.
Her ultimate goal as a financial advisor is to work for a robust firm in which she can have a long and rewarding career where she can continue to make an impact through the years. She joined FAN because she believes the firm’s core values (Timeliness, Thoroughness, Transparency, Teamwork, and Integrity) and fiduciary standards provide clients with an innovative financial planning process rarely available at other financial planning institutions.
Gabriella assists FAN clients with cash flow forecasting, planning, and implementation of their financial retirement goals. She is passionate about the financial planning process and designing plans that help improve confidence and achieve personal financial well-being.
Born and raised in Southern California, Gabriella lives in Newport Beach. She enjoys hiking, going to the beach, and spending time with her family.