Being Financially Prepared Today with Gabrielle Mollick

Gabrielle Mollick, CFP®, CSRIC®, of Mercer Advisors talks about being financially prepared through literacy, investing, estate planning, and more.

 

Today on Women and Money, we have Gabrielle Mollick, CFP®, CSRIC®, with us. Gaby is a financial advisor at Mercer Advisors in Denver, Colorado, and a Purse Strings-approved professional. We’re so excited to have her on the show today to share her passion for empowering women to build financially fearless futures.

Gaby has a powerful story, watching her parents’ commitment to education, hard work, and intentional financial choices from a young age. However, following the unexpected passing of her father, she and her family faced challenges due to an absence of proper end-of-life planning.

Listen in as she talks about the importance of financial literacy, breaks down some common misconceptions about investing, and highlights the value of early financial planning. Throughout our conversation, she’ll share insights into Mercer’s goals-based planning approach and encourages women to seek holistic financial guidance that accounts for estate planning essentials.

 

Here’s some of what we discuss in this episode:

 

1:43 – Gaby’s financial advising journey + upbringing

8:41 – The sudden passing of Gaby’s father

14:00 – Mercer’s goals-based approach

17:13 – End-of-life planning and incapacitation planning

21:53 – Gaby’s advice for getting started

 

Learn a little more about Gaby:

 

Gaby is primarily responsible for guiding her clients toward financial success through tax planning, investment management, and strategizing retirement decisions. She also serves on the Mercer Advisors Investment Committee ESG Investments Subcommittee and the InvestHERS Steering Committee, and she leads the Financial Literacy employee program.

Gaby’s expertise revolves around a deep-rooted passion for empowering professionals and families of all backgrounds, serving the unique planning needs of women investors, and ESG/values-based investing.

Prior to joining Mercer Advisors, Gaby worked with a top brokerage firm. She graduated from the University of Akron, earning a Bachelor of Business Administration degree in financial planning. She holds the FINRA Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered SRI CounselorSM.

 

Episode Links:

 

Resources

Gaby on Purse Strings

https://pursestrings.co/professional/financial-advisor/colorado/denver/gabrielle-mollick-cfp-csric/

Mercer Advisors

https://www.merceradvisors.com/meet-our-team/gabrielle-mollick/

https://www.merceradvisors.com/

Gaby on Linkedin

https://www.linkedin.com/in/gabrielle-mollick-cfp%C2%AE-csric%C2%AE-440762a6/