Gabriella Perez
Financial Advisor
Designations & Licenses: CFP®, AIF®
Gabriella Perez is a CERTIFIED FINANCIAL PLANNER™ (CFP®) dedicated to helping individuals and families achieve financial clarity and long-term confidence. She earned her B.A. in Business Administration with an emphasis in Financial Planning from California State University, Fullerton. Since beginning her career in 2013, Gabriella has gained extensive experience in the financial services industry.
Gabriella holds the following licenses and certifications:
- CFP® Professional (CERTIFIED FINANCIAL PLANNER™)
- Life Insurance License (California)
- Series 65 (Uniform Investment Advisor Law Registration)
- AIF® (Accredited Investment Fiduciary®)
As a fiduciary, Gabriella is committed to providing advice that is always in her clients’ best interests. Her approach emphasizes transparency, education, and creating strategies tailored to each client’s unique goals. Before joining FAN, she worked at a regional wealth management firm, where she built a strong foundation in comprehensive financial planning.
Originally from Southern California, Gabriella now lives in Costa Mesa and enjoys hiking, relaxing by the beach, and spending quality time with her family.