Cab is an Associate in the Los Altos office, where he supports the Wealth Management team’s financial planning, investment management and estate planning services. Cab also collaborates with the firm’s Client Services team on operational issues.
Prior to joining Cerity Partners as a full-time employee, Cab served as an intern for its Fort Worth office and The Economist in London. Through his internships, he has developed a deep appreciation for an industry that focuses on helping clients achieve their definition of financial success.
Cab earned his Bachelor of Science degree in Communications with a minor in Business Administration from Texas Christian University. He is currently pursuing his designation as a Certified Financial Planner.
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