We believe strongly in the idea that you should know who you are working with.

Gabriel J. Markiz

MSFP, CPA/PFS, CFP®

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Gabriel specializes in providing tax and financial advice to both individuals and small businesses. In addition, he provides comprehensive financial planning and wealth management on a fee-only basis. His experience spans over 30 years.  He previously held senior positions at Arthur Young and Ernst & Whinney. Gabriel earned his Master’s Degree in Financial Planning in 2012, received his CFP® designation in 2002, his CPA certificate in 1985, and a BS in Accounting from California State University, Northridge in 1983. 

Gabriel is a member of the American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA), New York State Society of Certified Public Accountants (NYSSCP), National Association of Personal Financial Advisors (NAPFA), and Financial Planning Association (FPA).