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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Gabriela Gonzalez

Investment Assistant

(619) 417-7821

(858) 724-3954

Gabriela.Gonzalez@pathlightwealth.com

Gabriela brings a passion for helping clients pursue their financial goals to her role as an Investment Assistant at Pathlight Wealth Management. With over 28 years of experience in the financial services industry, she has developed valuable expertise in strategic problem-solving and building lasting relationships. Gabriela is committed to providing tailored support and exceptional service to her clients.

Gabriela began her career in 1994 as an Investor Services Representative with Western Capital Financial. She then went on to spend 11 years at TD Ameritrade Institutional, where she held various roles, such as Vice President of Strategic Institutional Sales, Senior Relationship Manager, and Advisor Transition Consultant. These experiences allowed her to build strong relationships with clients and sharpen her problem-solving skills. Gabriela holds the Series 7 and 63 registrations, and is currently a Candidate for CERTIFIED FINANCIAL PLANNER™ certification, having successfully passed the CFP® exam in 2022.

As a San Diego native and fluent Spanish speaker, Gabriela has a deep commitment to her faith and community. In her free time, she enjoys reading, attending concerts, traveling, and cooking. Gabriela cherishes moments spent with her 25-year-old daughter and her Bernese Mountain Dog, Phoebe. Her life experiences, including witnessing the northern lights, and visiting the Holy Land of Jerusalem, have enriched her perspective and fueled her dedication to making a meaningful impact in her community and enriching the lives of others. Gabriela is also an advocate for promoting mental health awareness and suicide prevention initiatives.

With a strong commitment to providing the utmost integrity and service to her clients, Gabriela is an invaluable member of the team at Pathlight Wealth Management. She is passionate about guiding clients towards financial success and faces each day with determination, and enthusiasm. Gabriela is thrilled to bring her wealth of knowledge and expertise to the company and is looking forward to continuing her personal and professional growth.

Robert Shabkie, CFP®, J.D., LL.M.

Investment Adviser Representative

(619) 347-7226

(858) 724-3954

Robert.Shabkie@pathlightwealth.com

My fascination with investing and finance began during my teenage years, as I watched my grandmother skillfully day trade stocks from her online brokerage account. Witnessing wealth materialize in real-time within her modest home office sparked a deep fascination in me. The turbulent tech boom of the 1990s exposed the market's volatile nature, and I personally observed the effects of insufficient savings on families, which deeply influenced my views.

A native of South Carolina, I pursued higher education attending the College of Charleston before venturing to San Diego to attend law school at the University of San Diego. There, I earned an LL.M. in Taxation, focusing on estate and gift tax planning.

In 2010, I joined ING Financial Partners, which later evolved into Voya Financial Advisors. With the guidance of an accomplished mentor, I acquired expertise in building portfolios, asset evaluation, and effectively communicating complex concepts to clients. I conducted meetings with clients where we could discuss their priorities, often including challenging subjects. This invaluable experience underscored the significance of comprehensive financial planning and sparked my goal to establish an office where I could holistically assist clients in devising investment strategies while separately offering estate and tax counsel as an attorney.

In 2013, my perspective transformed dramatically as I embarked on a path to earn the CERTIFIED FINANCIAL PLANNER designation. During my education I discovered that while investment strategies are crucial, Financial Planning is at the core of the equation. I came to understand the importance of understanding a client's life and long-term objectives, and how to deploy finances as an instrument to reach those goals. The opportunity to help others create effective strategies sparked my passion for financial planning, leading me to establish Pathlight Wealth Management as a boutique practice with a warm, family-like atmosphere.

The guiding principle of my financial advisory practice is to offer all-encompassing and personalized financial planning services, enabling clients to reach their goals while minimizing stress and uncertainty. I am committed to supporting my clients at every stage, and clients are invited to maintain regular communication with us, in addition to our standard annual meetings.

The work I have carried out thus far fills me with gratification, and I am excited to progress in my financial journey. My greatest professional accomplishment being the success of my clients and the peace of mind they achieve through our collaboration.

Outside the office, I enjoy reading, ongoing self-education, and personal growth. I aim to foster well-rounded perspectives for myself, my team, and our clients. My free hours are filled with family, playing golf and surfing.