Gabriella Cerezo, MA, AFC®

Training Manager
Gabbi is smiling happily at the camera

My Story

Coming soon…

How I’m expanding what’s possible with money

Professionally, I help train employees to live out our mission of expanding what’s possible with money for our clients and beyond. Personally, I nudge my friends and family to think about whether they’re living their lives intentionally, including saving for goals like having work become optional or buying a home.

Outside of work, my passions include

My love for hula dancing started when I was about 7 years old and I’ve been dancing ever since. I also run a monthly neighborhood cleanup at my local elementary school/park. In the rest of my free time, you’ll find me playing board games and trying to compete in Magic: The Gathering tournaments.

Follow Gabriella Cerezo

Simplify your life with a plan that connects your money to what matters most.

Simplify your life with a plan

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