Relieving a client’s stress about retirement is one of the most fulfilling aspects of financial planning for me. I enjoy working with the team at Rodgers & Associates because of the firm’s open communication and drive to see clients reach their goals.
Gabrielle joined Rodgers & Associates in 2019 after graduating with a bachelor’s degree in Business Administration from Temple University. She majored in Financial Planning and minored in Marketing and Economics. Before college, she wanted to become a teacher. However, she realized that a career as an adviser would allow her to educate clients while analyzing data to create a unique plan.
Gabrielle believes it is challenging for people to transition into retirement because this also represents a transition for their money. Now their money needs to work for them safely and tax efficiently. The process followed by Rodgers & Associates helps clients feel comfortable about their financial plan so they can concentrate on finding things they enjoy like traveling or new hobbies. There are many aspects of retirement planning, such as tax planning and estate planning. When Gabrielle’s grandmother passed away, she realized the importance of having a plan in place and how lacking a legacy plan can put unwanted stress on a grieving family.
Gabrielle is a Candidate for CFP® certification and is currently studying for the CFP® Certification Examination. She is completing the professional experience requirement by working alongside our team of financial advisers. When she is not studying for her certification, you might find her reading, watching the Philadelphia Eagles, or spending time with her nieces and nephews. She enjoys summer vacations with her family which usually include amusement rides and trips to the beach.