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Gabriel
Trasatti, CPA/PFS After completing his accounting degree at James Madison University, Gabe began his career in Washington, D.C. as an auditor with Pricewaterhouse Coopers, LLP. He transferred to Baltimore, MD, where he specialized in auditing a variety of mutual funds. This experience gave him a unique insight into the inner workings of the mutual fund industry. After several years with Pricewaterhouse Coopers LLP, Gabe left public accounting to pursue a career in financial planning. The driving force behind this move was his desire to meet with families one-on-one and be part of their circle of trusted advisors. Gabe joined the Financial & Estate Planning team of Legg Mason as a financial planner in 2000. He worked with Legg Mason's advisors and their affluent clients to provide comprehensive financial and estate planning advice. In 2002, Gabe was asked to train and manage this Legg Mason team of CPAs, CFPs, and estate attorneys as well as serve as a Senior Financial Planner. In late 2004, Gabe left Legg Mason to start Trasatti Wealth Planning, LLC, a comprehensive financial planning and investment management firm. He is a Personal Financial Specialist (PFS), Investment Advisor Representative, and Certified Public Accountant (CPA). Gabe is a member of NAPFA, committee member for the Maryland Association of CPAs Personal Financial Planning committee, and a member of the American Institute of CPAs. Gabe lives in Baltimore, MD, and enjoys being part of a vibrant city community. He is an avid traveler, fluent in Italian, and travels to Europe to maintain his fluency. He also teaches elementary school children personal finance through the Junior Achievement volunteer program. |
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2408 Peppermill Drive, Suite 2H • Glen Burnie, MD 21061 • Tel 410.244.6222 • Fax 800.301.3619 • info@trasattiwp.com |
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