Hi, I’m Gabe. I’m a fee-only financial advisor in the New York Metro Area and the founder of Wealth Habits. I launched Wealth Habits to specifically offer financial planning. I specialize in helping people navigate complex financial situations such as tax planning, retirement planning, business owner income optimization. We help our clients reduce taxes, invest smarter, and retire on their terms.

I’m a fiduciary (put client’s interest first) and an advocate for our generation’s most pressing financial issues (e.g. affording a home while saving for our kids college education), I also work with employers on a variety of personal finance events and projects.

My work as a Certified Financial Planner™ draws on my tax accounting, investment banking, investment management, and consulting experience.

I am also married to an incredible woman and the father of two young children.

Family Picture (Fall 2022)


  • Investment Banking at Merrill Lynch

  • Investment Management at Nufami Inc.

  • Tax Accounting at KPMG

  • Strategy Consulting at Deloitte


  • BSE from Univ. of Pennsylvania

  • Masters in Business Taxation from USC

  • MBA from NYU-Stern School of Business


  • CFP® Board

  • American Institute of CPAs

  • Financial Planning Association (FPA)


  • Fee-Only Network

  • XY Planning Network


First Full-Time Job

Merrill Lynch Investment Banking during the Great Financial Crisis of 2008. Fun Times!

Favorite Morning Drink

Iced-Espresso with whole milk and a tiny bit of sweetener.

Dream Vacation

Mediterranean food & wine tour on a bicycle

Date Night Food

Mission Ceviche or Lilia. Hard to get reservations…

Unfulfilled Hobbies

Street & Landscape Photography
Becomming a Bush Pilot

Favorite Podcast

Business Breakdowns – deep dives into a single company with investors and operators that know it best.