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Gabriel B

Series 66

Pasco, WA

Savvy

Gabriel Boruff is a financial advisor at Savvy with eight years of industry experience. He holds a Series 66 designation and has worked previously at Integrity Financial Corporation and Edward Jones. Prior to his financial advisory career, he was employed by the Kennewick School District and Tulane University Athletics. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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