Gabriel Gonzalez
CRPC®, CFP®
Financial Advisor / Member Owner
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Education &
Gabe is a financial advisor in Savant’s St. Charles, IL; Hoffman Estates, IL; and Chicago offices. He has a membership interest in Savant.
Gabe 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.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning CounselorSM (CRPC®), Gabe is knowledgeable in all 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.
Gabe has been involved in the financial services industry since 2003. He is a regular guest speaker for corporations, foundations, civic organizations, and professional associations. Some of his public speaking topics include wealth disparity and asset building, maximizing Social Security benefits, and portfolio distribution strategies in retirement.
Gabe earned a bachelor of science degree in finance from the University of Phoenix.
Outside of work, Gabe can be found on a tennis court, at the local CrossFit gym, or outdoors with his family. He was raised in Florida and has been a resident of the Chicago metro area for nearly 20 years. He resides in St. Charles with his wife and two children.
Education &
Designations
- University of Phoenix
Bachelor of Science in Finance - Chartered Retirement Planning CounselorSM (CRPC®)
- CERTIFIED FINANCIAL PLANNER® professional
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.