Gamaliel Jimenez, CFP®, has a background in financial planning, financial education program development, and financial administration. With experience in facilitating workshops on financial wellness, managing financial transactions, and developing financial literacy programs, Gamaliel has a strong commitment to helping others attain financial stability. Their academic background includes a Bachelor of Science in Personal and Family Financial Planning from the University of Arizona.
January, 2022 - present
Financial Planning Associate at Potomac Financial Private Client Group
Financial Planning Associate at Clearstead
Financial Planning Associate at The Private Office (TPO)
Financial Planning Associate at TCI Wealth Advisors
Financial Planning Associate at Betcher Financial Group