GOMEZ FINANCIAL - Key Persons
Mr. Gomez is the Managing Partner at Gomez Financial Group. He has insight and expertise in a wide range of financial services, including financial and estate planning, tax planning, investments, and insurance.
As a trusted advisor with over a decade of experience in the financial industry, Mr. Gomez is passionate about financial awareness and education. He strives to offer his clients a choice of viable options that are financially feasible and beneficial.
He understands that preparedness is the key to avoiding financial struggles and pitfalls, especially later in life; that every individual's financial circumstance is unique and requires a customized approach. He has personally guided individuals and families through the complexities of retirement planning and achieving tangible financial goals.
As a strong voice and advocate in the Latino Community, Mr. Gomez is committed to guiding and cultivating financial success and prosperity in the community. Mr. Gomez is a recognized expert on financial matters and has participated in numerous financial Q & A forums, panels, and tv and radio programs with Telemundo and Univision.
With a knowledge and background in law and an understanding of the California Court system, his experience spans both the legal and financial sectors. He previously engaged as a Justice Corps Associate at AmeriCorps.
He obtained a bachelor's degree in Political Science, with a concentration in Constitutional Law, Politics, and Policy. He also received a Legal Studies certificate from California State University Long Beach and participated in the Moot Court team. After college Mr. Gomez attended The American College of Financial Services and the Institute of Business & Finance and became a Certified Estate & Trust Specialist (CES).
In his downtime, he enjoys family time, a round of golf or an occasional game of basketball.
Job Titles:
- Life Insurance Agent With
Ms. Rodriguez is a Life Insurance Agent with Gomez Financial Group, with an expertise in life insurance planning. She educates and advises client families on financial planning and protecting their home assets, such as property and retirement funds.
She has a focused compassion for single mother households. A mother of four children, Ms. Rodriguez experienced the emotional tragedy of her husband passing away unexpectedly and the financial complications that entails; going from a two-income household to one income is a significant financial adjustment. This personal experience has given her insight and understanding of the importance of financial and estate planning and is what led her to professionally transition to the insurance industry, specifically life insurance, from her previous field of engineering. She worked as an Environmental Engineer for 10 years.
She obtained her Life and Health license and is currently obtaining her Social Security and Medicare Designation from The Institute of Business & Finance.
Ms. Rodriguez is bilingual, fluent in Spanish and English.
Job Titles:
- Life Insurance Agent With
Ms. Valladares is a Life Insurance Agent with Gomez Financial Group and joined the company in 2020, at its' inception. She has worked in the insurance industry for the past three years.
She specializes in Life Insurance and Annuities and is highly knowledgeable and skilled in the intricacies of policies, budgets, and advising families on the best policy to fit their needs.
Ms. Valladares values her client relationships and maintains an in-depth knowledge of the products she sells so that she can effectively inform and guide her clients in the purchases they make and the planning they do for their financial future. She understands that this is their family and financial legacy and takes great care to guide her clients on the right path.
Ms. Valladares previously worked in the health care field and gained the valuable experience of working one-to-one with patients, understanding the financial aspects of healthcare, and managing health care costs. She utilizes that experience in her current position of assisting clients in their life insurance choices and financial preparedness.
Ms. Valladares has a BA in Communications/Public Relations, with a minor in Spanish, from California State University, Dominguez Hills.