Gabriel’s Approach
Gabriel Gonzalez
CRPC®, CFP®
Financial Advisor / Member Owner
Overview
Gabriel “Gabe” Gonazlez is a financial advisor based in Savant’s St. Charles, Hoffman Estates, and Chicago offices in Illinois. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning CounselorSM (CRPC®), Gabe is knowledgeable in several areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Since joining Savant in 2011, Gabe has partnered with individuals and families to craft personalized financial strategies that reflect their values and support long-term goals. He collaborates closely with Savant’s multidisciplinary team, including Chartered Financial Analysts® (CFAs®) and attorneys, to provide integrated solutions that align with every aspect of the client’s financial life, from investment management to estate structure.
A regular speaker for corporations, foundations, civic organizations, and professional associations, Gabe shares insights on topics such as wealth disparity, Social Security optimization, and retirement distribution strategies. He earned a bachelor’s degree in finance from the University of Phoenix.
Outside of work, Gabe likes to play tennis and spend time with his wife, their two children, and their two lively dogs.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Phoenix
Bachelor of Science in Finance
Professional Designations
- CRPC®
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Non-Grantor Trusts Won’t Eliminate Your Taxes: What Social Media Leaves Out
Social media claims non-grantor trusts can erase taxes, block lawsuits, and preserve wealth forever. Here's why estate planning…
The Evolving Landscape of Wealth Management for Sports and Entertainment Professionals
Understanding advisory and wealth management models can help sports and entertainment professionals, as well as their agents and…
Managing Unpredictable Income as an Entertainer
Entertainers often face uneven income. Learn practical planning strategies to manage cash flow, taxes, and long-term stability despite…
All Insights by Gabriel Gonzalez
3 insights
Non-Grantor Trusts Won’t Eliminate Your Taxes: What Social Media Leaves Out
Social media claims non-grantor trusts can erase taxes, block lawsuits, and preserve wealth forever. Here's why estate planning…
The Evolving Landscape of Wealth Management for Sports and Entertainment Professionals
Understanding advisory and wealth management models can help sports and entertainment professionals, as well as their agents and…
Managing Unpredictable Income as an Entertainer
Entertainers often face uneven income. Learn practical planning strategies to manage cash flow, taxes, and long-term stability despite…
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.