Gabriella Cerezo is a CFP-designated registered investment advisor at Sustain Financial INC., based in Olympia, WA, with 2 years of industry experience. Gabriella operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Federal Employees, Financial Planning & Coaching, Insurance Planning, and 6 more. Their firm serves 66 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Contact
Gabriella Cerezo
Location
Olympia, WA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gabriella owns That Makes Cents Financial Coaching, where she works as a financial coach. This activity takes up a minimal amount of her time during trading hours.
Employment History
Current Registrations
Sustain Financial INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Hello, I’m Gabbi and I help teachers in WA and CA make smart decisions with their money.