Gabriel Anderson| CFP®, CLU®, ChFC®
Crafted Wealth Management
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Venice, CA 90291
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Gabriel Anderson is a Venice, CA Fee-Only Financial Planner serving the greater Los Angeles and Santa Monica areas. Crafted Wealth Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Gabriel Anderson is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
I’m proud to be a CERTIFIED FINANCIAL PLANNER ™.
I founded Crafted Wealth in 2015 with the vision of redefining personal financial planning. There are no cookie cutter plans here. After all, the plan is yours and you need to believe in it to see it through.
My financial planning career began in 2010 at a leading national firm in Milwaukee, WI. This initial experience gave me a taste of the industry, both the good and bad. Often, when people hear financial advisor they instantly think investments... That's a failure of focus in my industry. What I really do is coach and empower people so that they aren't scared of their finances. I teach people how to manage their lives and get excited about what they have right in front of them and what they are capable of. It's powerful stuff!
In 2012 I moved to Los Angeles, CA for an opportunity to work with an experienced wealth management firm. It's here that I dove deeper into planning and investments. I knew early on that continuous education was important to my ability to do what’s right for my clients. Right after moving to Los Angeles, I studied for and gained my Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations.
I grew up in Cedarburg, WI with my sister Bethany and parents Brant and Carol. Growing up in the Midwest gave me a strong work ethic and instilled in me an entrepreneurial spirit. As legend would have it, my first entrepreneurial experience was in grade school. It led me to go door-to-door selling hand-painted “art” on large construction paper. I remember my thought process as, “It worked for Cub Scout fundraisers, let’s see if this model works for me...”
I’ve been calling the coastal community of Venice, CA home since 2012. It’s near to all my hobbies: Los Angeles car culture, the beach, mountain biking, hiking, backpacking, and snowboarding. It's also a quick ride to LAX which can take me anywhere in the world (often back to the Midwest). Venice also happens to be home to multiple startups and many creative and entrepreneurial minds. I feel at home here among so many like minded individuals.
I am EXCITED to help you through your journey and make decisions that truly align with YOU. I look forward to getting to know you and helping you think about, plan, build, and support your ideal life.
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.