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Gabriella Sheffield

Investment Advisor Representative

Gabriella is a graduate of the University of California, San Diego (UCSD) and has her Masters in Financial and Tax Planning from San Diego State University. 

As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Gabriella is well versed in the areas of investment strategy, estate and tax planning, retirement strategies, insurance, charitable giving and portfolio management. In addition to holding the CFP® certification, she has earned the AIF® designation. Attainment of the AIF designation demonstrates an understanding of the Prudent Practices® and methodology.

 

As a Southern California native, Gabriella loves the outdoors, especially the beach. You’re sure to catch her running on the boardwalk (or any 5k/10k for that matter) after her “retirement” from half marathons. She is also an avid foodie, a fan of the arts, and all around culture enthusiast.

 

Radial Wealth provides advisory services through NWAM, LLC dba  Northwest Asset Management an SEC registered investment adviser. Gabriella Sheffield is an investment advisor representative of NWAM, LLC.

Gabriella Sheffield

Contact Info

      8am - 4pm PT

      (206) 838-3680

      info@nwasset.com

      2835 82nd Ave SE, Suite 100 

         Mercer Island, WA 98040

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NWAM, LLC dba Northwest Asset Management is an SEC Registered Investment Adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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