Portia Gonzalez
Financial Planning Associate @Capital Advisors
Tulsa, OK, US
EMAILS
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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