Profile
Mr. Gabriel Gonzalez is Financial Advisor at Savant Capital LLC (Illinois).
He has been involved in the financial services industry since 2003 and has helped numerous families over the years turn assorted financial goals and interests into unified, integrated financial plans.
He particularly enjoys discussing multi-generational wealth planning, tax-efficient investing, and wealth accumulation strategies.
He earned a Bachelor of Science degree in Finance from the University of Phoenix.
He is a Chartered Retirement Planning Counselor and a Certified Financial Planner professional.
Gabe Gonzalez active positions
| Companies | Position | Start |
|---|---|---|
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Portfolio Manager-Equities | 2011-06-30 |
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| Private companies | 2 |
|---|---|
University of Phoenix
University of Phoenix Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Finance |
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