Mabel Gloria

Mabel Gloria is a Trading Specialist at Falcon Wealth Planning, Inc., based in San Dimas, California. In her current role, she is responsible for executing trades and providing operational support for client investment portfolios, focusing on the efficient management of equity, fixed income, and mutual fund transactions. Her work is critical to the firm's fiduciary commitment and its comprehensive approach to customized financial planning for a diverse, nationwide client base, including tech-sector employees and business owners.

Mabel brings over 15 years of financial services experience, with a substantial part of her career dedicated to the registered investment adviser channel. Prior to joining Falcon Wealth Planning, she served as a Client Service Specialist at Clifford Swan Investment Counselors, where she supported client relationship management and administrative functions. Earlier, she was a Mutual Funds Relationship Manager at U.S. Bank, gaining deep expertise in mutual funds operations and relationship management.

She holds a degree in Business Administration from the University of La Verne. Throughout her career, Mabel has demonstrated proficiency in operational risk management, client service, and multi-asset execution, with a particular focus on mutual funds, equities, and retirement-focused investment strategies. Her reputation has been built on her detail-oriented approach, strong compliance adherence, and commitment to delivering seamless client experiences in complex investment environments.