Gabriella Lundqvist, AAMS®️
Envision Wealth Strategies

Ph: 916-573-2080
Fx: 916-200-2757
Em: Gabriella@IdealLifeAdvisors.com

Gabriella Lundqvist serves as Founder and Wealth Advisor of Envision Wealth Strategies (“Envision”), a firm named for its commitment to helping clients envision the financial future they want to achieve. Envision aims to provide a tailored and comprehensive approach to wealth management, building on the foundation that has been established through the 18 years of financial industry experience that Gabriella has to offer. Envision Wealth Strategies provides a range of services designed to help clients achieve their financial goals through personalized strategies and guidance.

Previously, in 2007, Gabriella began working at Edward Jones Investments, where she quickly built a successful practice. Her achievements were recognized with several awards, highlighting her ability to grow the business and foster strong client relationships. Her consistent success led to her becoming a limited partner at Edward Jones Investments in 2014. Later in 2017, she expanded her career and established Lundqvist Wealth Strategies, a DBA of Golden State Wealth Management (“GSWM”) who continues to support her today. GSWM is an investment adviser with over $1.5 billion in assets under management¹ that provides personalized support systems such as compliance oversight, technology, marketing and operations. GSWM and Envision Wealth Strategies are backed by the resources and technology of LPL Financial, the nation’s largest independent broker-dealer²

At 18, with little more than a tennis racquet in hand, Gabriella moved to the United States to further her education and compete in tennis on a full scholarship. She played for NCAA Division I schools, starting at McNeese State University in Louisiana and finishing at Sacramento State University. As the number one seed on her team, Gabriella earned numerous accolades, including All-Conference Scholar Awards and Athlete of the Week honors.

Gabriella’s background affords her a level of dedication, strategic thinking, and client-focused service that has defined her career. Her history in competitive sports instilled in her a relentless pursuit of excellence, goal setting, and patience; qualities that she now brings to her clients in the financial industry.

Gabriella received a bachelor’s degree from California State University, Sacramento. She holds an Accredited Asset Management Specialist designation as well as securities, Life, Accident and Health Insurance licenses.

¹Source: SEC filing as of March 31, 2024.
²As reported in Financial Planning magazine, June 1996-2024, based on total revenue.