Firm Values: Integrity, Balance, Empower

Integrity

At Primeros Financial, integrity is our cornerstone. We prioritize our clients' interests above all else because it's not just about doing what's required, it's about doing what's right.

Balance

We don't just focus on setting up a plan that prioritizes your future self alone. Instead, we aim to help you strike a balance between saving for the future and enjoying your life today.

Empower

Our objective is to instill a sense of empowerment. We strive to provide comprehensive support and education that equips each individual with the knowledge and confidence to navigate their financial journey.

Primeros Financial’s Mission

Primeros’ mission is to empower first-generation wealth builders by guiding them through their financial journeys and enabling them to learn how to utilize their money as a resource to live a fulfilling life.

Meet Uziel Gomez, CFP®, AFC®

Founder of Primeros Financial

Being a first-generation American means that you’re likely the first in your family to build wealth, the first to graduate college, and the first to break barriers. I pursued higher education because I understood it was the route to helping my family overcome poverty. However, during college, I felt lost without proper guidance or a clear career passion.

Out of necessity, I had to educate myself on how the credit system works. Again, I had little to no guidance. This journey led me to delve deeply into various financial subjects, which led to my fascination with finance.

Through this journey, I've come to understand that being a Primero often means forging ahead without a clear path, without someone to show you the way. But it also means actively seeking out others who are blazing similar trails.

As a financial planner, I see myself as more than just a planner; I’m a guide for those navigating their own financial journeys. I help others establish a deeper connection with their finances, showing them how to harness the power of money to create a life of abundance and fulfillment.