Gabriel Walters, Cfp®, Crpc™ Email & Phone Number

Miami, Fl

Lafayette, 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

Lafayette, 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

San 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

Pleasanton, 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

Oakland, 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

Oakland, 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

Oakland, Ca

• Helped maintain healthy relationships with clients• Assisted in keeping project sites stocked with appropriate materials• Prepared detailed reports of daily tasks completed

Master'S Degree, Organizational Leadership

Masters Of Divinity, Practical Theology

Bachelor'S Degree, Pastoral Studies