Sam Gabrielson

Sam Gabrielson, CFP®, is a Portfolio Manager at Trajan Wealth LLC based in Scottsdale, Arizona, where he oversees client portfolios and develops tailored investment strategies for a diverse clientele. His responsibilities include managing assets for individuals and high-net-worth investors, emphasizing portfolio construction, risk management, and financial planning while adhering to fiduciary standards.

Gabrielson's investment expertise covers a broad range of asset classes, with a particular focus on diversified portfolios that may include equities, fixed income, and alternative investments to meet client objectives. At Trajan Wealth, which manages over $1.4 billion in assets, he works with clients ranging from retail investors to high-net-worth individuals, leveraging modern investment management techniques within discretionary mandates.

Before joining Trajan Wealth in 2023, Gabrielson held advisory roles at Charles Schwab as Vice President, Financial Consultant, and at Vanguard as a Financial Advisor, where he provided comprehensive wealth management and financial guidance. He holds a degree in Pre-Business from the University of Arizona and is recognized for his commitment to client education, fiduciary responsibility, and holistic financial planning.