OSWALDO GOMEZ is a CERTIFIED FINANCIAL PLANNER™ Practitioner with Pillar Wealth Strategies and is registered with Osaic FA, a comprehensive financial planning firm. Oswaldo provides the full range of fee-based financial planning services to successful business owners, families and individuals transitioning to retirement. Oswaldo has built a loyal clientele of business owners and successful executives. His client-base has been built largely through referrals from clients and other professionals. Through Oswaldo’s affiliation with Osaic FA, Oswaldo is able identify and develop creative planning strategies in the areas of Business Succession, Estate Planning Strategies, Investments, and Financial Independence. Oswaldo is also a member of the Sagemark Private Wealth Services group*.
By first working to understand his clients, Oswaldo is able to better analyze their current situation. This allows him to assist in establishing written goals and then develop creative design ideas to address their objectives. He does this by taking into account both economic as well as emotional concerns.
"My financial planning process is designed to help my clients organize and prioritize their financial matters, and gain a better understanding of their options. This process allows them to make informed decisions about their future."
The key to Oswaldo's process is the commitment he and his team make to take the necessary steps to help each client achieve their written goals. Oswaldo values openness and honesty and displays those qualities with his clients, giving them professional recommendations and technical assistance needed to help them achieve their goals.
Oswaldo holds a Bachelor of Science Degree in Business Administration from California State University, Long Beach. Oswaldo has continued his career related education and has earned the professional certification of CERTIFIED FINANCIAL PLANNER™ Practitioner & member of Estate Planning Council of San Gabriel Valley.
In addition to his professional and academic pursuits, in his free time he enjoys golfing, soccer, traveling, riding horses, working out and spending time with his family. Oswaldo was born and raised in the greater Los Angeles area and currently lives there with his wife. Oswaldo is fluent in English and Spanish.
*An internal Osaic FA organization of top planners who focus on clients in the high net worth market.