Mr. Gomez is a Managing Partner at CPIS. He has insight and expertise in a wide range of financial services, including financial and estate planning, tax planning, investments, and insurance.
As a trusted advisor with over a decade of experience in the financial industry, Mr. Gomez is passionate about financial awareness and education. He strives to offer his clients a choice of viable options that are financially feasible and beneficial.
He understands that preparedness is the key to avoiding financial struggles and pitfalls, especially later in life; that every individual’s financial circumstance is unique and requires a customized approach. He has personally guided individuals and families through the complexities of retirement planning and achieving tangible financial goals.
As a strong voice and advocate in the Latino Community, Mr. Gomez is committed to guiding and cultivating financial success and prosperity in the community. Mr. Gomez is a recognized expert on financial matters and has participated in numerous financial Q & A forums, panels, and tv and radio programs with Telemundo and Univision.
With a knowledge and background in law and an understanding of the California Court system, his experience spans both the legal and financial sectors. He previously engaged as a Justice Corps Associate at AmeriCorps.
He obtained a bachelor’s degree in Political Science, with a concentration in Constitutional Law, Politics, and Policy. He also received a Legal Studies certificate from California State University Long Beach and participated in the Moot Court team. After college Mr. Gomez attended The American College of Financial Services and the Institute of Business & Finance and became a Certified Estate & Trust Specialist (CES).
In his downtime, he enjoys family time, a round of golf or an occasional game of basketball.