Abraham is a dedicated Wealth Advisor at Capital Planning Advisors, where he specializes in guiding individuals, families, and businesses toward achieving their financial goals. With a focus on personalized financial strategies, he helps clients navigate complex decisions involving investment management, retirement planning, and wealth preservation. Abraham combines technical expertise with a client-focused approach to deliver tailored solutions that align with each client’s unique needs and aspirations. Abraham currently holds 63 and 66 Securities Licenses, as well as a Life and Variable Annuity License and a California Insurance License.

Abraham began his financial career as a Relationship Banker at J.P. Morgan Chase, where he developed a strong foundation in client relationship management and banking. He went on to build a successful career at Charles Schwab, holding several key roles, including Vice President – Financial Consultant, Associate Financial Consultant, and participant in Schwab’s rigorous Financial Academy program. These experiences allowed him to hone his technical skills, deepen his industry knowledge, and provide comprehensive financial solutions to clients.

Outside of work, Abraham is devoted to his family, including his wife and three children, and actively serves in men’s ministry at his local church. He is also a Brazilian Jiu-Jitsu blue belt, embracing the discipline and dedication that the sport instills.