Real financial Planning for first-generation wealth builders.

first-gen

Who we serve

"Primeros" is Spanish for "First." We assist all Primeros who are ready to take control of their finances but need guidance, with a specialization in these areas:

  • First-gen wealth builders

  • Passionate professionals

  • Entrepreneurs

  • Young Professionals

What We Offer

Finances can be challenging to navigate. That’s why we prioritize a client-centered approach, creating a welcoming, judgment-free space where clients can align their financial choices with their deepest values. Talking about finances doesn’t have to be boring; we make it upbeat and enjoyable!

Below are some examples of reasons why clients decided to partner with us:

caring for parents

Generational Care

I’m caring for my parents and my children; how do I find balance while also prioritizing other goals.

Student loans

Student Loans

My student loans keep me up at night and are diverting from what I truly want to save for.

financial planning

Thinking Partner

I just want to make sure I'm doing the right thing when making decisions.

first-time home buyer

Buying a Home

We’d like to buy a home but it seems out of reach. What can we afford and how should we save for this?

first-time investor

Investing

I know that I need to invest for my future but have no understanding of how this works.

Spending

Maximizing Your Cash

I have extra cash flow but feel guilty about treating myself. What should I do?

small business owners

Small Business Owners

I started my business out of passion—now I need guidance on the financial side.

starting a family

Starting a family!

We’re growing our family and want to be well-prepared—especially with saving for college.

over spending

Spending Plan

I’m overspending and struggling to control my expenses. I need guidance to get back on track.

Uziel Gomez

Uziel Gomez, CFP®, AFC®

For Primeros by a Primero

Primeros is a virtual fee-only financial planning firm. We put our clients' interests first—not just as fiduciaries, but because it's the right thing to do

Founded by Uziel, a Primero who is the first in his family to graduate college and break barriers, our mission is to make real financial planning accessible to Primeros who are typically underserved.

As seen in:

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Let’s Chat!

There is no cost for the first meeting. Let’s have a conversation to see if we’re a good match!