Markiz Wealth Management

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Markiz Wealth Management Markiz Wealth Management Financial Planning and Wealth Management Markiz Wealth Management is a fee-only financial planning and investment management firm offering advice and individualized portfolios. We build long-term relationships. Learn more about us Our personalized approach is what makes us different. This is what will help you achieve in your financial goals. Learn more about our approach We offer financial planning and wealth management. Our comprehensive approach brings everything together. Learn more about our services Clear fee structure. We strive for clarity. No commissions or conflicts of interest. Learn more about our fees About Markiz Wealth Management Markiz Wealth Management We believe strongly in the idea that you should know who you are working with. Gabriel J. Markiz MSFP, CPA/PFS, CFP® Gabriel specializes in providing tax and financial advice to both individuals and small businesses. In addition, he provides comprehensive financial planning and wealth management on a fee-only basis. His experience spans over 30 years. He previously held senior positions at Arthur Young and Ernst Whinney. Gabriel earned his Master’s Degree in Financial Planning in 2012, received his CFP® designation in 2002, his CPA certificate in 1985, and a BS in Accounting from California State University, Northridge in 1983. Gabriel is a member of the American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (O

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