Gabriella Sheffield

Gabriella is a graduate of the University of California, San Diego (UCSD) and has her Masters in Financial and Tax Planning from San Diego State University. 

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As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Gabriella is well versed in the areas of investment strategy, estate and tax considerations, retirement strategies, insurance, charitable giving and portfolio management.

As a Southern California native, Gabriella loves the outdoors, especially the beach. You’re sure to catch her running on the boardwalk (or any 5k/10k for that matter) after her “retirement” from half marathons. She is also an avid foodie, a fan of the arts, and all-around culture enthusiast.

Gabriella provides advisory services through NWAM, LLC dba Northwest Asset Management an SEC registered investment adviser.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP™, CERTIFIED FINANCIAL PLANNER™, and CFP™ (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.