Eldon Gutierrez Financial Advisor
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Service type
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About
As financial advisor, I leverage all the resources of a Fortune 500 company to help you prepare for retirement, pay for education and protect your goals from the unexpected. As a California native, I see how hard many people in our community work, yet still struggle to achieve their financial goals. My mother has always had an incredible work ethic, but she lacked the professional guidance needed to plan a comfortable retirement. These experiences inspired me to become a financial advisor.
Reaching out to a financial advisor might feel a little scary. But don't worry, our initial appointment is just getting to know you better, including your needs, concerns and goals. I want to understand what's most important to you. If you decide that I'm a good fit, we'll transition toward building personalized financial strategies to help you achieve your goals. Don't hesitate to reach out!
My wife, Monica, and I have been together for 17 years. We have three beautiful children. I enjoy spending time with my family, coaching the kids in various sports and refining my craft as an ardent foodie! I like to play basketball and golf with my spare time. I received my Bachelor of Science in accounting and finance from California State University, San Bernardino.
I look forward to the opportunity to serve you and your family.
Eldon Gutierrez, AAMS
Financial Advisor
Overview
Background checked
1 employee
6 years in business
Business hours
SunClosedMon8:00 am - 5:00 pm
Payment methods
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Services offered
Service type
General financial planning
Retirement planning
Life insurance review
Investment review
Work location
My customers travel to me
I travel to my customers
Projects and media
3 photos
Projects and media
3 photos
Reviews
Customers rated this pro highly for work quality, responsiveness, and punctuality.
5.0
1 review
5
100%
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3
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1
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Jessica L.
Dec 4, 2022
Eldon was very professional and knowledgeable when it comes to giving investment advice. He was informative and answered all my questions. I’m truly grateful for his advice.
Credentials
Background Check
Eldon Gutierrez