Gabbi Cerezo
Sustain Financial Inc. · Culver City, California
Gabbi Cerezo is a fee-only financial advisor at Sustain Financial Inc. in Culver City, California, who holds the CFP and AFC credentials. Gabbi charges a percentage of assets and an ongoing planning fee and focuses on sustainable & impact investing and retirement planning.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Sustain Financial Inc. |
|---|---|
| Based in | Culver City, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $38.7M across 156 accounts |
| Credentials | CFP · AFC |
| SEC registration | Investment adviser representative in CA, WA · CRD 7126009 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | sustain-financial.com |
| Profile |
How Gabbi's firm compares
- Sustain Financial Inc.'s average account is about $248,000, from its Form ADV (assets managed divided by 156 accounts).
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Questions about Gabbi
Is Gabbi Cerezo a fee-only financial advisor?
Yes. Gabbi Cerezo is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Gabbi's firm.
How does Gabbi charge for financial advice?
Gabbi charges a percentage of assets and an ongoing planning fee.
Where is Gabbi Cerezo based?
Gabbi Cerezo is based in Culver City, California.
What does Gabbi specialize in?
Gabbi's specialties include sustainable & impact investing and retirement planning. Gabbi works with retirees.
What credentials does Gabbi Cerezo hold?
Gabbi Cerezo holds the CFP and AFC credentials.
Is Gabbi Cerezo registered with the SEC?
Yes. Gabbi Cerezo is registered as an investment adviser representative in CA and WA (CRD 7126009), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Sustain Financial Inc. manage?
Sustain Financial Inc. reports $38.7M across 156 accounts in assets under management.
How do I contact Gabbi Cerezo?
Through Gabbi's website, sustain-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Sustain Financial Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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