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Gabriella Cerezo (AFC, CFP®, MA)

Gabriella Cerezo focuses in the
following client markets or areas of practice:

  • Federal Employees
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Middle Income Client Needs
  • Millennials
  • Novice Investors

Planning Specialties

Teachers, government employees, millennials, Gen Z

Additional Information

Hello, I’m Gabbi and I help teachers in WA and CA make smart decisions with their money.

As a former teacher, I first got into personal finance because I knew I didn’t have a lot of extra money to mess around with. I wanted to put my dollars to work just as hard as I was. While I love teaching and miss my students, I knew I had to help other teachers and people like me figure this out, so I switched careers into finance.

As a Certified Financial Planner™ (CFP®), Accredited Financial Counselor (AFC®) and Trauma of Money Certified Practitioner, I believe in taking a holistic approach to your money. We always start the financial planning process by talking about your values so that we can build your financial plan around them to reach your financial goals. We’ll work together to find a good balance between living well now and saving for the future-you.

I completed my teaching credential, Master’s in Education, and Bachelor’s in International Relations from UC Davis in California.

When I’m not reading personal finance books or working with clients, I spend my time rock climbing, hula dancing, and learning Spanish.

NAPFA Start Date

January 04, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

PO Box 5823 Lacey, WA 98509-5823 Phone: (360) 339-8611
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