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Gilbert Briseno, Financial Advisor with Peak Retirement Group at Peak Retirement Group | WiseIntro Portfolio

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Gilbert Briseno

Financial Advisor with Peak Retirement Group

Peak Retirement Group

A resident of the New Orleans suburb of Boutte, Louisiana, Gilbert Briseno is a 30-year veteran of the financial services industry. He joined Peak Retirement Group as a financial advisor in 1990 and has educated numerous clients on their investment options, as well as guiding them in tax and insurance decisions. Gilbert Briseno works closely with each client, first evaluating their personal financial needs and goals before recommending investment options such as stocks, bonds, and mutual funds. He takes care to consider the financial goals of each client as he helps them implement both short-term and long-term investment strategies.

A certified funds specialist (CFS), Mr. Briseno holds Series 6, 7, 62, and 63 securities licenses. To stay informed of the latest developments in financial markets, he regularly attends conferences and reads daily articles and papers on financial topics. When he is not helping clients with their financial needs, he enjoys fishing and spending time with his family.

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  • address Boutte, LA, US
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