Gabriel Armancas

Gabriel Armancas

Financial Consultant

Financial Consultant specializing in working with employees of technology companies - primarily Microsoft - with a focus on improving the tax-efficiency of their investments

Most clients which I have been referred to have only been utilizing a fraction of the benefits available to them, both inside and outside of the vehicles that their employer offers.

Some of the main questions I typically encounter center around how to allocate vested stock and ESPP optimally, increase brokerage account, Roth/IRA and 401(k) account efficiency, diversification and customization, and how to employ tools that reduce their tax burden.

By increasing the tax-efficiency of their investments, my clients have more money to invest and grow, and in the long term this gives them the flexibility to live their lives the way they want to.

By tailoring their investment portfolios to their own specific circumstances and time horizons, we are able to optimize their performance.

While my specialty lies in working with clients from a technology background, I am open to working with any client, or family, who is motivated to increase the efficiency and effectiveness of their assets.

My job entails analyzing my client’s entire financial picture from a bird’s-eye view — cash reserves, debt management, risk management and investment allocation — by asking targeted questions and listening closely to their answers. I want them to feel confident that the advice I provide reflects their unique position and incorporates all of the relevant details.

I have built my business by doing an excellent job for each of my clients, who have ended up referring me to friends, co-workers and even family, who they trust me to do equally good work for. My business is now entirely referrals based.

I am always available for an introductory phone call, so that you can determine if the services I provide would be a good fit for you.

AGE-145633(5/19)(Exp.5/21)

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Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 206-853-1658
Fax 206-956-6202