Gabriel Stephen Brenner

Employer firm

Abacus Wealth Partners CRD 128590

$3.58B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → Present
  Abacus Wealth Partners
  San Carlos, CA

Previous Registrations

• 2010-10-20 → 2014-12-22
  Next Step Wealth, Llc
  San Carlos, CA
• 2007-06-14 → 2010-12-31
  Waypoint Wealth Partners
  Mill Valley, CA
• 2004-06-25 → 2007-12-31
  Brenner Financial
  Burlingame, CA
• 2003-12-19 → 2004-02-04
  Mosaic Financial Partners, Inc.
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-19
• S63 Uniform Securities Agent State Law Examination
  1995-11-21

Designations

• Certified Financial Planner