Gabriel Baldonado

Investment Advisor Representative

Gabriel’s journey in the finance industry began with a desire to help his family and others navigate their financial futures. He discovered a passion for making a difference in people’s financial lives and as a result has been consulting personal finance for years. Gabriel is a graduate of the financial planning program at Utah Valley University, during which, he led a team of student financial planners to a national 1st place collegiate finish on a complex case study.

He has passed the Accredited Financial Counselor® (AFC®) exam, and is fully licensed in Securities and Insurance. Gabriel is a Registered Investment Advisor.

Outside of work, Gabriel lives in Vineyard, Utah, with his wife, Elizabeth. He loves spending time outdoors, whether it’s hunting, fishing or heading up into the mountains. At home, Gabriel enjoys reading a good book, watching movies, or cooking with his wife.

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Gabriel Baldonado
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