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San Francisco, CA
Principal Wealth Advisor
Gabriel Garcia is a highly experienced financial advisor with over 14 years of wealth management experience. At Compound Planning, Gabe advises a select group of entrepreneurs, tech employees, and family-office clients, providing customized financial solutions that align with their unique needs and objectives. Gabe specializes in issues specific to company founders and early employees, such as founder's stock and options management, tax, estate and trust design, and portfolio management. He also advises clients on secondary market liquidity and single stock hedging strategies, leveraging his deep understanding of global asset allocation stra...
Experience
Compound Planning
3 years
Graystone Consulting from Morgan Stanley
3 years
First Republic Wealth Management
5 years
Wells Fargo
4 years
Qualifications
University of California, Davis
Managerial Economics, BS
Specialities
Financial planning
Employee stock
Founder's finances
Liquidity event planning
Investment management
Tax planning
Estate planning
Banking and cashflow management
