Brianna T. Tabilas,

Brianna, or simply Bri, is an accomplished investment portfolio analyst bringing a wealth of experience to her day-to-day role. In her professional life, her passion is equal parts finance and commitment to her clients’ well-being.

Her professional journey began after graduating from the University of Guam, where she earned her degree in business administration with a concentration in finance & economics. She believes Her academic successes laid the groundwork for her now developing career in financial services.

On top of her academic education, Bri holds the CPFA® (Certified Plan Fiduciary Advisor®) designation, signifying her acumen in fiduciary responsibility and crafting investment strategies. She also possesses an extensive background in working closely with financial advisors and assisting in the management of client’s assets and securities.

Her motto is honesty and transparency. She’s skilled in breaking down complex financial concepts for clients, ultimately helping them understand their investment strategies and financial plan. She strives to create financial paths that lead to financial independence.

When she’s not immersed in financial matters, Brianna enjoys playing basketball – an interest that keeps her active and focused. Originally from Dededo, Guam, Brianna continues to call the island her home.