Gabriel Walters, Cfp®, Crpc™ Email and Phone Number
Gabriel Walters, Cfp®, Crpc™ work email
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Gabriel Walters, Cfp®, Crpc™ personal email
Gabriel Walters, Cfp®, Crpc™ phone numbers
Financial planning is not taught in most homes and it is missing from almost all formal education. This has created a huge problem with people not knowing how to effectively manage their personal finances. In August of 2021, I decided to quit my job to help solve this problem. I founded @steadyworth with a mission to make personal financial planning easy to understand with a one page framework that breaks down comprehensive financial planning to its core principles. Steadyworth’s flagship course, The Take Charge Financial Plan makes it nearly impossible for you to fail at organizing your personal financial picture. Specifically, it helps you build a one page financial plan with action steps, in about an hour's worth of time without you having to become a financial expert. Head over to steadyworth.com for more information.#steadyworth #finance #financialliteracy #financialeducation #cfp #fpa #diyfinancialplanning #financialplanning #budget #financialfreedomCertified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certificationrequirements.
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Founder & OwnerSteadyworth Aug 2021 - PresentMiami, Fl
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Financial AdvisorHc Financial Advisors, Inc. Aug 2019 - Aug 2021Lafayette, Ca• Provided high quality service with consistent communication, quick responses to client requests, and strategic advice leading to high client satisfaction and retention• Gathered and analyzed client information to construct comprehensive financial plans, net worth statements and investment reports to present and facilitate discussion in client meetings • Constructed investment policy statements and reviewed asset allocation to ensure that client accounts where in line with agreed upon… Show more • Provided high quality service with consistent communication, quick responses to client requests, and strategic advice leading to high client satisfaction and retention• Gathered and analyzed client information to construct comprehensive financial plans, net worth statements and investment reports to present and facilitate discussion in client meetings • Constructed investment policy statements and reviewed asset allocation to ensure that client accounts where in line with agreed upon percentages • Analyzed and review potential Roth IRA conversion scenarios and presented recommendations to clients• Identified organic growth opportunities and anticipated potential needs to add value to current clients Show less -
Client Service RepresentativeHc Financial Advisors, Inc. Jan 2016 - Jul 2019Lafayette, Ca• Provided operational support to four Financial Advisors with a combined AUM of $425 million• Point person for managing and maintaining retirement accounts including tracking and processing RMDs, Roth conversion, rollovers and tax election changes • Prepared financial plans, investment reports and net worth statements for client meetings• Processed charitable contributions and gifting requests• Responded to service requests related to account opening, account maintenance and… Show more • Provided operational support to four Financial Advisors with a combined AUM of $425 million• Point person for managing and maintaining retirement accounts including tracking and processing RMDs, Roth conversion, rollovers and tax election changes • Prepared financial plans, investment reports and net worth statements for client meetings• Processed charitable contributions and gifting requests• Responded to service requests related to account opening, account maintenance and money movement• Helped clients troubleshoot questions on Charles Schwab and TD Ameritrade platform Show less
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Client Services SpecialistVantage Wealth Management, Llc Aug 2015 - Oct 2015San Mateo, Ca• Prepared documents for client onboarding process including but not limited to new account applications, asset transfer forms, Investment Policy Statements and new client engagement contracts• Managed insurance underwriting process for advisors • Responded to service requests including helping clients trouble shoot problems on SEI Business Builder platform, updating existing accounts, making deposits, processing ACH and wire transfers • Prepared investment reports and documents… Show more • Prepared documents for client onboarding process including but not limited to new account applications, asset transfer forms, Investment Policy Statements and new client engagement contracts• Managed insurance underwriting process for advisors • Responded to service requests including helping clients trouble shoot problems on SEI Business Builder platform, updating existing accounts, making deposits, processing ACH and wire transfers • Prepared investment reports and documents for client meetings• Updated client contact information in CRM as needed• Ensured that proper client documentation was followed for compliance Show less -
ParaplannerSierra Pacific Financial Advisors, Llc Nov 2014 - Feb 2015Pleasanton, Ca• Worked to establish new client relationships through existing referral sources• Prepared new account applications and asset transfer forms• Scheduled new and existing client meetings• Drafted detailed client meeting notes and follow up activities• Secondary contact for account maintenance and service requests• Maintained and updated firm’s social media accounts -
Document Retention SpecialistNatixis Global Asset Management Feb 2013 - Apr 2014Oakland, Ca• Maintained filing system of monthly statements received from multiple custodians• Kept digital database up to date with current proxy ballots, trade errors, tax harvesting and monthly account statement information• Maintained security and confidentiality of Natixis records and information• Responded to requests and inquiries for information regarding record management -
Administrative CoordinatorAlternatives In Action Aug 2011 - May 2012Oakland, Ca• Assisted Senior Site Director in managing day to day operations of various program areas• Maintained detailed records of all programs• Kept online database organized and updated -
Project ManagerWalters & Atlantis Painting Jun 2006 - Aug 2011Oakland, Ca• Helped maintain healthy relationships with clients• Assisted in keeping project sites stocked with appropriate materials• Prepared detailed reports of daily tasks completed
Gabriel Walters, Cfp®, Crpc™ Skills
Gabriel Walters, Cfp®, Crpc™ Education Details
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Organizational Leadership -
Practical Theology
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Pastoral Studies
Frequently Asked Questions about Gabriel Walters, Cfp®, Crpc™
What company does Gabriel Walters, Cfp®, Crpc™ work for?
Gabriel Walters, Cfp®, Crpc™ works for Steadyworth
What is Gabriel Walters, Cfp®, Crpc™'s role at the current company?
Gabriel Walters, Cfp®, Crpc™'s current role is Entrepreneur | Financial Educator + Coach | Employee Financial Wellness.
What is Gabriel Walters, Cfp®, Crpc™'s email address?
Gabriel Walters, Cfp®, Crpc™'s email address is wg****@****ial.com
What is Gabriel Walters, Cfp®, Crpc™'s direct phone number?
Gabriel Walters, Cfp®, Crpc™'s direct phone number is +151029*****
What schools did Gabriel Walters, Cfp®, Crpc™ attend?
Gabriel Walters, Cfp®, Crpc™ attended Regent University, Regent University, Patten University.
What skills is Gabriel Walters, Cfp®, Crpc™ known for?
Gabriel Walters, Cfp®, Crpc™ has skills like Strategic Planning, Management, Leadership, Leadership Development, Analysis, Research, Public Speaking, Customer Service, Team Building, Coaching, Client Services, Microsoft Office.
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