Portia Gonzalez

Financial Planning Associate @Capital Advisors

Tulsa, OK, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2025 — Present

Financial Planning Associate @Capital Advisors

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Tulsa, OK, US

EDUCATION

2009 — 2011

Oklahoma State University

Accounting

2004 — 2009

Oral Roberts University

Bachelor's degree, Business Administration and Management, General

SKILLS

Oil/GasEnergy IndustryEnergyNatural GasPetroleumAnalysisFinancial AccountingAccountingInternal ControlsOil & Gas IndustryAccrualsAccount ReconciliationSapUpstreamVariance AnalysisGasGeneral LedgerFinancial Reporting

ABOUT PORTIA GONZALEZ

I\'m based in the Tulsa office where I work within the Financial Planning group. I earned my degree in Business Management from Oral Roberts University and am currently working toward my CFP® certification.To learn more about Capital Advisors, visit capitaladv.com or email i•••@capitaladv.comSee relevant disclosures here:

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Portia Gonzalez — Financial Planning Associate at Capital Advisors in Tulsa, OK, US | Unifers