Gilad Halzel, CFP^®

Designations and licenses

Gilad is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and education

Gilad supports a wealth advisory team that provides high-net-worth individuals, families and business owners with personalized wealth management to help them achieve their objectives.

Prior to his current role, Gilad was an intern and client service associate with Mariner.

Gilad holds a BSBA from the University of Colorado Boulder.

Personal interests

Away from the office, Gilad enjoys spending time outdoors hiking, biking and running. He is a Denver Nuggets fan.

Gilad’s Office

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.