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GS

Gabriel F. Sirvent

LIFESTYLE PLANNING
CHANDLER, AZ 85248
CRD#: 8224180
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GS
Gabriel Francisco SirventLIFESTYLE PLANNING

Professional summary


Gabriel Francisco Sirvent is a registered financial advisor currently at LIFESTYLE PLANNING, LLC located in Chandler, Arizona.

Gabriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Gabriel has worked at 1 firm and has passed the Series 65 exam.

At a Glance


Always Fiduciary

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gabriel Francisco Sirvent's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 20, 2026 - Present

LIFESTYLE PLANNING, LLC

Office #1: 2701 W. Queen Creek Rd., #3, Chandler, AZ 85248
RIA
CRD#: 321856
CHANDLER, AZ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(2/20/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/9/2025
Uniform Investment Adviser Law Examination

Current Firm


LP
LIFESTYLE PLANNING, LLC
LIFESTYLE PLANNING, LLC

CRD#: 321856 / SEC#:

Arizona
Registered Investment Advisory firm - (9/26/2022 Approved)
Nevada
Registered Investment Advisory firm - (1/4/2023 Approved)
Texas
Registered Investment Advisory firm - (7/18/2023 Approved)
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Contact information


Main Address
2701 W. Queen Creek Rd., #3, Chandler, AZ 85248
Mailing Address
Phone number
(480) 637-7076
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts197
AUM (Assets Under Management)$ 37,429,463

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LIFESTYLE PLANNING, LLC

CRD#: 321856Chandler, AZ 85248

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