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Gabriella Brandao

Gabriella Brandao

Senior Associate at Choreo, LLC

Mount Shasta, CA , United States

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

OrganizationRoleDate RangeDetails
ChoreoSenior AssociateJan 2023 to Present
Enso Wealth ManagementAssociate AdvisorApr 2022 to Jan 2023
Enso Wealth ManagementParaplannerMay 2021 to Jan 2023
ADAMS COMMERCIAL GENERAL CONTRACTING INCConstruction Project Manager and Office ManagerJan 2020 to May 2021
Coast Central Credit UnionMember Services SpecialistMay 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)

NameRoleLocation
Andrea Ringlein
Andrea Ringlein
AssociatePetaluma, CA , United States
B
Brandon Baker
AssociateVA , United States
E
Ehsan Faraz
Senior AssociateCA , United States
Kasia Kondracka
Kasia Kondracka
AssociateFort Collins, CO , United States
Lianna Meiburger
Lianna Meiburger
Senior AssociateMount Airy, MD , United States
Naam Bailey
Naam Bailey
Senior AssociateReno, NV , United States
Nikki Wright
Nikki Wright
Senior AssociateNorman, OK , United States
R
Roberta Counley
Senior AssociateRockford, IL , United States
R
Roxanne McNamer
Senior AssociateSaint Paul, MN , United States
S
Sydney Cross
Senior AssociateUnited States
Showing 1-10 of 16 team members

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