Specialties
About Me
My name is Gabriel J.
Barrantes and I spend most of my time helping all of my clients with their most pressing financial needs. Understanding what is most important to them and their family is the main driver. Thought my gathering process we share intimate and personal information that helps us build the best financial plan to apply to their retirement, investment, legacy and tax planning. I love meeting life long clients, developing, tracking and staying in touch through their financial journey. This included in all market climates and personal life changes such as retirement or new career, new birth,passing of a love one, etc.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP
Chartered Designations
What do these credentials mean?
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Disclosures
I am a hybrid IAR and hold series 7 , 66 licenses and my life and health insurance licenses. I have my wealth management certified professional and Retirement income certified professional designation with the American college.