Eldon Gutierrez Financial Advisor
Eldon Gutierrez Financial Advisor

Eldon Gutierrez Financial Advisor

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It’s free, with no obligation to book


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Introduction
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

Serves Menifee, CA

Background checked

1 employee

6 years in business

Business hours

SunClosedMon8:00 am - 5:00 pm

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Projects and media

3 photos

Projects and media

3 photos

Reviews

Customers rated this pro highly for punctuality, work quality, and responsiveness.

5.0

1 review

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pro avatar
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
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Eldon Gutierrez