Jason F. Gabrieli, CFP®

Jason Gabrieli is kind of the guy in the room who says, “Alright, cool, I hear the big idea. Now how do we actually make this thing work?”

At HFM, as Chief Operating Officer and firm co-founder, he is the integrator in the truest sense of the word. He takes all the moving parts, lines them up, and builds the systems and processes that turn good intentions into real outcomes for the firm and for the business owners he serves every day.

Jason leads the design and execution of HFM’s service models, ensuring every client gets what they need. Whether it’s a young family trying to figure out their first steps or a contractor running a $10M dollar shop, everyone gets clear guidance, straight advice, and a plan that actually pushes their balance sheet forward.

For the last decade he has been building the operational backbone at HFM while getting deep into the world of entrepreneurs who live and breathe their businesses. That work is really what sparked BuiltWealth™.

And Jason is not just behind the curtain. He’s in the meetings. He’s asking the frank, exploratory, and sometimes weird, questions. He’s helping owners sort through the real-world stuff. What is my business worth right now? How do I structure this deal? Am I paying more in taxes than I should? Where should liquidity come from? How do I get my retirement plan to work for me and for my team?

He likes helping people avoid the expensive mistakes that can sneak up on busy owners. It’s all about giving them a scorecard and helping them make wise financial decisions.

When he’s not building companies or talking strategy with clients, he’s is usually with his wife, Carolyn, and their very energetic crew of little kids. Most likely at the shore, riding in a boat, or trying to sneak in a cigar with friends.