In The Media
Recognition:
Financial Advisor Magazine Young Advisors To Watch In 2024
Quotes & Mentions:
GOBankingRates 3 Most Important Financial Decisions You’ll Make in Life — Are You Making the Right Ones?
Business Insider CDs won't be paying 5% for much longer, but a financial planner shares a strategy you can start today that will pay off for months
GOBankingRates Gen Z: How Much Risk Should You Be Taking With Your Retirement Savings?
Financial Planning Reduce client regrets on retirement savings with these tips
Financial Planning Ask an Advisor: How can I help clients retire to, not from, something?
Financial Planning How financial advisors can assist clients in successfully navigating career changes
Bussinesswire Shaping Wealth Announces Cohort 11 of the Industry’s Premier Human-First Coaching Experience, Building the Behavioral Advisor
Podcasts & Interviews
On My Way to Wealth 125: Growing Up Latino with Uziel Gomez
Financial Planning Planner Uziel Gomez on breaking into the profession