The Fun Stuff

A man stands smiling in a forest-like setting with vibrant green and blue lighting, surrounded by large ferns and tall trees.

Hi! I’m Uziel Gomez, but you can call me Uzi. I’m the proud son of two hardworking immigrants who came to the U.S. in pursuit of the American Dream. Growing up in a low-income household, I faced challenges that many fellow Primeros can relate to. Rather than letting those obstacles define me, I used them to fuel my drive for higher education and to build a better future for myself and my family.

I’m a son, a boyfriend, a brother, a financial planner, my parents’ retirement plan, and above all, a Primero. Finance is my passion, so even in my free time, I naturally find ways to tie it back to what I love. I love traveling, trying new foods (I’m a serious foodie!), spending time with my family and girlfriend, playing video games and picking up new hobbies that keep life exciting.

Smiling man in casual clothes standing on a cobblestone street in front of a yellow store with the word 'ANTIGÜEDADES' and mountains in the background.

My first trip outside the U.S. was to my parents' hometown, Oacalco in Morelos., MX. Here I visited Tepoztlán, where an Aztec temple sits atop the mountain.

Two men practicing boxing with gloves facing each other in a gym, with a punching bag hanging between them.
A person wearing a helmet and harness is ziplining through a lush green forest under a clear blue sky.

When I'm not talking or researching finance, I'm at the boxing gym learning the sweet science.

Young man holding a framed certificate with smiling family members on either side, celebrating his certification as a Certified Financial Planner. Background features gold and black balloons spelling out 'CONGRATS' and decorative balloons
A man crouching outdoors next to a memorial plaque on the ground, smiling and pointing at the plaque.

My great-great-grandfather was a Colonel in the Mexican Revolution. He fought in the same platoon as General Emiliano Zapata. Here I am visiting his grave in Oacalco, Morelos.

A man and woman standing inside a modern, illuminated metal sculpture at night in a wooded area with purple lighting in the background.
A smiling man and woman standing in front of Sleeping Beauty Castle at Disneyland. The castle has blue spires and is decorated with blue and gold banners.

I love adrenaline-pumping activities. This was at Xplor in Playa Del Carmen in 2023.

A man painting a picture of a blue flower on a canvas at an art studio.

My Money Story

Fee-only Financial Advisor

Your earliest memory of money can have an impact on your financial attitudes and behaviors. Growing in a low-income household, I witnessed a lot of our hardships and struggles. My first money memory was watching my mom count the money for rent, offering thanks that we had enough set aside. This moment instilled in me the importance of an emergency fund and good spending habits. While my parents managed their finances well, they lacked resources and guidance beyond basic budgeting.

When I started my first professional job, I was earning income that neither my parents or siblings had ever earned. I struggled with the way I viewed money. I had conflicting impulses: part of me wanted to splurge money, as if to compensate for unfulfilled childhood desires. The other wanted to hoard every penny, because when you’ve been on survival mode your entire life, you’re just waiting for something to happen. I also felt guilty spending on myself knowing that I’m my dad’s retirement plan. Initially, I hoarded my income, hesitant to to spend on anything other than basic necessities. I then assessed my spending plan to see how it reflected my values, and there were hardly any connection. I re-created my spending while approaching everything with a sense of balance that honored my values; supporting my family, spending on the things that I value, and saving for my future self.

From my personal journey, I embarked on a career in finance with a mission to make financial planning more accessible to people that are typically underserved. I aim to empower first-generation wealth builders, equipping them with the knowledge and tools to use money as a resource for living fulfilling lives while be able to support their families.

Community Involvement

“The best way to pay it back is by paying it forward”

A classroom presentation slide titled 'FPA is your partner in' with the acronym 'PLAN' vertically listed as Practice Support, Learning, Advocacy, Networking. The slide mentions 'Learn how FPA is working to be Your Partner in Planning' and includes the website financialplanningassociation.org. A presenter stands to the right of the screen, with four attendees seated at desks watching him.
A group of people sitting around a conference table in a meeting room with a whiteboard, a potted plant, and an exposed concrete wall.
A man sitting at a conference table in a modern office, smiling at the camera, wearing a black polo shirt with 'BLX' logo, with empty chairs around him.
A man giving a presentation in a classroom to a group of students. The presentation slide on the screen displays 'Guest Speaker,' a photo of a smiling man, and the name Uziel Gomez, founder of Primeros Financial.

Throughout my career, I’ve been fortunate to have incredible mentors and supporters who have guided me along the way. The best way I can pay it back is by paying it forward. I’ve volunteered as the Intern Coordinator for the BLX Internship Program over the past 4 years, a nonprofit organization that provides paid opportunities for aspiring financial planners from minority backgrounds.

I also serve on the Board of Directors for the Financial Planning Association (FPA) Los Angeles Chapter, where I lead Diversity, Equity, and Inclusion (DEI), NexGen initiatives, and the President-Elect. FPA LA supports financial planners and emerging professionals, helping them grow and succeed throughout their careers.

Let’s chat!