Mount Shasta, CA Office

Team
Updated today

Client AUM

$17,778,600,089

Clients

6,794

Advisors

2

Of 147 advisors across 47 offices

Location

117 West Lake Street

Mount Shasta CA 96067

Advisors at this office

2

Advisors at this office

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Gabriella S

Series 65

Mount Shasta, CA

Choreo, LLC

Gabriella Brandao is a financial advisor at Choreo, LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms including Enso Wealth Management and as a contractor for Mark Clure. Gabriella is based in Mount Shasta, CA. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios, offering services such as portfolio management, financial planning, and specialized consulting like 1031 exchanges and Opportunity Zone advice.

Retirement income strategy Founder/Business Owner Retired Executive
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Mark C

CFP®, Series 63, Series 66

Mount Shasta, CA

Choreo, LLC

Mark Clure is a CFP® professional with 32 years of experience in the financial industry. He currently works at Choreo, LLC and previously held roles at Enso Wealth Management, LLC and Edward D. Jones & Co., L.P. Outside of his advisory work, Clure is involved in local businesses as a brewery board member and partial owner of Fall River Brewing Company and as a half owner of Black Dog, Inc., a restaurant in Mount Shasta, CA. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a quantitative and committee-approved investment process with varied portfolio implementation strategies and offers a broad range of advisory services such as discretionary portfolio management, financial planning, and outsourced CIO consulting.

Retirement income strategy Founder/Business Owner Retired Executive
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