Who We Are
Gabriel Trasatti, CPA/PFS
Personal Wealth Planner
After completing his accounting degree at James Madison University, Gabe began his career in Washington, D.C. as an auditor with PricewaterhouseCoopers, LLP. He transferred to Baltimore, MD, where he specialized in auditing a variety of mutual funds. This experience gave him a unique insight into the inner workings of the mutual fund industry. After several years with PricewaterhouseCoopers LLP, Gabe left public accounting to pursue a career in financial planning. The driving force behind this move was his desire to meet with families one-on-one and be part of their circle of trusted advisors.
Gabe joined the Financial & Estate Planning team of Legg Mason (now part of Morgan Stanley Smith Barney) as a financial planner in 2000. He worked with Legg Mason’s advisors and their affluent clients to provide comprehensive financial and estate planning advice. In 2002, Gabe was asked to train and manage this Legg Mason team of CPAs, CFPs, and trust and estate attorneys, as well as serve as a Senior Financial Planner.
In late 2004, Gabe left Legg Mason to start Trasatti Wealth Planning, LLC, a comprehensive financial planning and wealth management firm. He is a Personal Financial Specialist (PFS), Investment Advisor Representative, and Certified Public Accountant (CPA). Gabe is a member of National Association of Personal Financial Advisors (NAPFTA), committee member for the Maryland Association of CPAs Personal Financial Planning committee, and a member of the American Institute of CPAs.
Firm Affiliations
