About Gabriel Anderson, CFP®
My name is Gabe. I’m a CERTIFIED FINANCIAL PLANNER who has been helping entrepreneurs, entertainment, and tech professionals align their values with their financial decisions, grow their wealth, and establish good financial habits.
I currently live in Los Angeles, CA; one of the most financially demanding cities in the country. It can feel hard to get ahead with the high cost of living and lifestyle expectations that surround us. It’s important to strike a balance between your values, lifestyle, and long-term goals. My business was not only built on these principals; I’ve helped shape the financial habits of my clients in the same way.
Boot-strapping a business is never easy. It takes confidence, hard work, and a community that supports your dream. It also relies on the ability to innovate and be helpful to those underserved by more traditional institutions. For this reason, I left the big firm environment. There are too many valuable personal financial planning issues going by the wayside in lieu of practices that make those firms a lot of money.
I built the core values of Crafted Wealth to reflect the needs of my peers. I work with people close to me and teach habits that are immediately beneficial. This is how I did it:
• Values based approach to planning and investments
• Fee-only planning and education centric culture
• Cash-flow dominant strategies
• Comprehensive planning and investment fees packaged into one unit based on a percentage of net worth and AGI
Our only incentive is to help you grow and make good decisions with our guidance. These values reduce the chance for conflicts of interest that exist in other advisory models. This mirrors what all generations seek when entrusting a professional with their finances. All relationships are built on trust and we take the initiative to start on the right foot.
Be proactive and take the time to plan your life now so you can be prepared when life happens.
- Entertainment Industry
- Gen Y/Millennials
- Socially Responsible Investing (SRI)
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Monthly Fee: $200+/month
- Hourly Fee: $150-$250
- Planning Fee: $2,400+