About Gabrielle
Gabrielle is an independent financial planner dedicated to helping people manage their finances through "whole life planning." She works closely with each client to learn their specific needs, financial situation, desires, and goals. She is concerned that clients are knowledgeable about their options and helps them make smart financial decisions. Whether your goals include managing your cash flow, securing a comfortable retirement, funding a child's education, leaving a lasting legacy, or all of the above, Gabrielle can help you develop a financial plan to achieve these goals.
Gabrielle is originally from Canada where she attended the University of British Columbia and received her BA from Simon Fraser University in Burnaby, B.C. After a successful career as a city and town planner in both the public and private sector, Gabrielle moved to the United States with her family and has been a resident of Danville, California for more than 21 years. She has been married for 32 years and has two sons attending college at MIT and BYU.
Gabrielle is a member of both the Danville and Walnut Creek Chambers of Commerce, as well as a number of other networking groups in the community. She is a strong advocate for local schools and transportation planning. She is also an active champion of Fostering Futures, a non-profit organization which provides scholarships for young adults emancipating from the foster care system
In addition to earning her Series 6, 7, and 31 licenses, Gabrielle attends financial planning certification courses at The American College as part of her ongoing effort to stay educated about the latest financial strategies and products. She is a current member of the Financial Planning Association. Gabrielle draws on both her financial planning and consulting background to provide practical advice to individuals and business owners.
Gabrielle is passionate about helping people take responsibility for their financial lives and takes a special interest in helping people who are going through life transitions, such as divorce, a career change, or other life-altering events. It's at these times that people often need the most assistance. Gabrielle is there to offer a helping hand so that their finances don't get lost in the transition.
Gabrielle Comfoltey - CA Insurance License No. 0D30642
Securities licensed in CA, CO, NV, WA, UT, and MA
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