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About
Gabriella Brandao is a Senior Associate of Wealth Management at Choreo in Mount Shasta, CA, where she works closely with clients to develop and implement holistic financial strategies tailored to their personal and business goals. In her current role, she focuses on wealth management, financial planning, and investment guidance, leveraging Choreo’s robust research and due diligence processes to offer a range of investment solutions, including equities, fixed income, and alternative strategies—particularly for high-net-worth individuals and middle-market business owners.
Prior to joining Choreo in 2023, Gabriella was an Associate Advisor and previously a Paraplanner at Enso Wealth Management, gaining expertise in client advisory, plan construction, and day-to-day portfolio management. Her progression through these roles has provided her with a strong foundation in comprehensive financial planning and client service for a range of asset classes and client profiles.
Gabriella holds a Bachelor of Business Administration in Finance from Sonoma State University’s School of Business and Economics. Her core expertise includes personalized investment planning, tax planning for business owners, and coordinating tailored solutions for individuals and families seeking long-term financial security.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Choreo | Senior Associate | Jan 2023 to Present | — |
| Enso Wealth Management | Associate Advisor | Apr 2022 to Jan 2023 | — |
| Enso Wealth Management | Paraplanner | May 2021 to Jan 2023 | — |
| ADAMS COMMERCIAL GENERAL CONTRACTING INC | Construction Project Manager and Office Manager | Jan 2020 to May 2021 | — |
| Coast Central Credit Union | Member Services Specialist | May 2019 to Dec 2019 | — |
Education
School of Business and Economics at Sonoma State University
Bachelor of Business Administration - BBA, Finance, General
2015 — 2019
Others at Choreo, LLC (16)
| Name | Role | Location |
|---|---|---|
| Associate | Petaluma, CA , United States | |
B Brandon Baker | Associate | VA , United States |
E Ehsan Faraz | Senior Associate | CA , United States |
| Associate | Fort Collins, CO , United States | |
| Senior Associate | Mount Airy, MD , United States | |
| Senior Associate | Reno, NV , United States | |
| Senior Associate | Norman, OK , United States | |
R Roberta Counley | Senior Associate | Rockford, IL , United States |
R Roxanne McNamer | Senior Associate | Saint Paul, MN , United States |
S Sydney Cross | Senior Associate | United States |
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| VP, Senior Trading Specialist | Geowealth Management, LLC | Chicago, IL , United States | |
| Chief Investment Officer | Geowealth Management, LLC | Stamford, CT , United States |