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Abigail Gunderson, CFP®

Senior Wealth Advisor | Shareholder

Abigail works with clients to build and implement wealth plans tailored to their specific goals, with particular strength in tax planning, estate design, and financial strategies for executives and professionals.

Before entering financial services, she worked as a Crew Procedures Engineer for Lockheed Martin, developing experimental procedures used on the Space Station MIR alongside astronauts, cosmonauts, and scientists at NASA and Star City, Russia. She later moved into finance, working in the Private Client group of one of the largest national accounting firms and at two local Registered Investment Advisory firms.

Raised in the Philippines as the daughter of an airline executive, Abigail studied and lived in Manila, Bangkok, Hong Kong, and California before settling in Houston in 1992. She is an active supporter of a Philippine orphanage under the umbrella of Manna Worldwide and a member of the Houston Business & Estate Planning Council and the Financial Planning Association. She enjoys traveling, the performing and visual arts, and flying with her husband and son, who are both avid pilots.

  • B.S. in Industrial Engineering, Ateneo de Manila University
  • Personal Financial Planning program, University of Houston
  • CERTIFIED FINANCIAL PLANNER®

Nourishing relationships is one of the highest priorities in my life, whether it is with my family, friendships, clients, or professional colleagues.

As a Wealth Advisor, it has been a privilege to be able to utilize my natural strengths, unique talents, skills, education and experience to work with our clients. Understanding a client’s family dynamic, hopes and dreams, and collaborating with them to implement wealth planning techniques successfully are what makes my work truly rewarding.

When I wake up each day, I strive to focus on three key things to bring to my client relationships: to serve each one excellently, to help solve problems, and to add tremendous value.

Going above and beyond numbers, it is my personal joy to ultimately make a positive contribution to each client’s overall wellbeing and peace of mind.

Get In Touch

Every client relationship starts with a conversation. Tell us a little about yourself and what you need, and we’ll set aside time to talk.