Lisa Gabriel
Co-Founder, President & CEO at Pinafore Wealth Counsel Inc. | Durham, North Carolina, United States
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As Co-Founder, President, and CEO of Pinafore Wealth Counsel Inc., Lisa Gabriel is a transformative leader in the financial planning landscape, dedicated to demystifying wealth management for her clients. With a strong belief in the philosophy of "As Simple As Possible, As Complex As Necessary™," Lisa emphasizes a personalized approach to financial advisory that prioritizes understanding her clients' unique goals, desires, and concerns. Her expertise spans a wide array of financial services, including retirement planning, estate planning, and divorce planning, allowing her to provide comprehensive wealth management solutions that address the multifaceted nature of her clients' lives.
At Pinafore Wealth Counsel, Lisa spearheads key projects that focus on life’s inevitable transitions, such as retirement, divorce, or legacy planning. She collaborates closely with clients and their other trusted advisors, ensuring a holistic approach to financial well-being. By fostering open communication and building lasting relationships, Lisa helps clients navigate the complexities of asset allocation, investments, and insurance, empowering them to take control of their financial futures.
Lisa's commitment to clarity and insight is reflected in her ability to simplify intricate financial concepts, making them accessible and actionable for her clients. Her passion for financial education and advocacy drives her to create tailored strategies that not only enhance wealth but also align with her clients' values and aspirations. Through her leadership at Pinafore Wealth Counsel, Lisa Gabriel is not just a financial advisor; she is a trusted partner in her clients' journeys toward financial security and peace of mind.
Co-Founder, President & CEO at Pinafore Wealth Counsel Inc. in September 2014 to Present
Sr. Vice President at AXIUS Financial in November 2011 to September 2014
Partner at Kavar Capital Partners, LLC in January 2011 to October 2011
Chief Investment Officer at Renaissance Financial in December 2003 to January 2011
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Financial Planning
Investments
Wealth Management
Insurance
Asset Allocation
Retirement Planning
Financial Advisory
Estate Planning
Divorce Planning
Legacy Planning
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What is Lisa Gabriel email address?
Email Lisa Gabriel at [email protected] and [email protected]. This email is the most updated Lisa Gabriel email found in 2026.
What is Lisa Gabriel phone number?
Lisa Gabriel phone number is +19194585305.
How to contact Lisa Gabriel?
To contact Lisa Gabriel send an email to [email protected] or [email protected]. If you want to call Lisa Gabriel try calling on +19194585305.
What company does Lisa Gabriel work for?
Lisa Gabriel works for Pinafore Wealth Counsel Inc.
What is Lisa Gabriel's role at Pinafore Wealth Counsel Inc.?
Lisa Gabriel is Co-Founder, President & CEO
Lisa Gabriel Email Addresses
Lisa Gabriel Phone Numbers
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