gabriel-mizrahi_79f3d5c239df4aeeaf632f50aa465555

Gabriel (Gabi) Mizrahi

Vice President, Wealth Management

CFP®, CPA*

Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Estate Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, Charitable Giving, College Funding Strategies, Business Owners, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Special Needs (ChSNC Required)

English

With over 20 years of industry experience Gabriel heads the Wealth Management Department at MassMutual Metro New York agency of MassMutual Financial Group. 

His firm’s clients include Professionals, Wall Street executives, Hedge Fund managers and Business owners. Most of our clients retains us to be their "personal CFO." We coordinate all aspects of their financial lives, including retirement planning, asset management strategies, risk management, estate planning, insurance, college education planning, etc. For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out programs for senior executives. Gabi maintains deep knowledge in advanced markets with expertise in retirement planning and investment management.

Prior to joining the industry, Gabriel has worked for PwC. He is a Certified Public Accountant, and a Certified Financial Planner. He is a graduate of Temple University in Economics, Accounting and Finance. Gabi is an Israeli native and has served in the IDF as a commander in an elite unit.

 

Gabriel lives on long island with his wife and two children.

*Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: New York

CRN202103-245770

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Personal Story

Temple University

Table Tennis
Motorcycling
Piano

MassMutual Metro New York

250 West 34th Street, One Penn Plaza, Suite 2035 New York, NY 10119-0002
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MassMutual Metro New York Office