Advisor Profile

Gabriella is a financial professional with a diverse background in financial planning, portfolio design and management, and leveraging cutting-edge financial technology platforms to deliver tailored solutions for her clients.  In her role as Senior Associate of Wealth Management at Choreo, Gabriella is dedicated to helping clients achieve their financial goals with personalized strategies and expert guidance.

Prior to joining Choreo, Gabriella served as an Associate Advisor and Paraplanner at Enso Wealth Management, where she provided comprehensive financial planning support and helped clients navigate complex financial landscapes.  She also worked as a Member Service Specialist at Coast Central Credit Union, delivering exceptional client service and gained project management expertise as a Construction Project Manager at Adams Commercial General Contracting, Inc.

Gabriella holds a Series 65, a California Insurance License, and is a certified Notary Public.  She earned her Bachelor of Business Administration with a concentration in Finance from Sonoma State University, where she developed a strong foundation in financial analysis and strategic planning.

Passionate about empowering clients to secure their financial futures, Gabriella combines her technical expertise and relationship-driven approach to make a meaningful impact in her community.

PROFESSIONAL AFFILIATIONS AND CREDENTIALS

• Series 65
• California Insurance License
• Notary Public

EDUCATION

• Bachelor of Business Administration, Finance concentration, Sonoma State University