Director of Financial Planning Services
Gloria began her career in Client Services with Paine Webber. She joined Nautica Wealth Advisors as a Client Service Associate in 2018. Her goal is to ensure that the client experience at Nautica Wealth Advisors is exceptional in every way. From onboarding new clients to assisting Advisors in financial planning, Gloria’s attention to detail and efficient follow-through assists her in providing top-level service to Nautica’s clients.
Gloria received her Bachelor’s Degree in Business Economics from the State University of New York at Oneonta and went on to earn her Master’s Degree in Economics and Finance from Binghamton University. She holds her SIE and Series 65 FINRA licenses through LPL Financial.
After moving to California from New York, Gloria took up running for the first time in her life. She likes short races, a 5k or 10k, and prefers the variety found in triathlons. She has completed three sprint triathlons, two in Mission Bay and the other in Encinitas.
In her spare time, Gloria enjoys traveling with family, attending live concerts and festivals, trying out new restaurants with friends, and weekend getaways with her husband.
Getting to know Gloria
Favorite Food: Sushi
Favorite Quote: “Be yourself. Everyone else is taken.” -Oscar Wilde
Favorite TV Show: Documentaries
Favorite Holiday: Christmas
Bucket List: Visit Australia, New Zealand, Japan, Iceland and Peru