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Uziel Gomez, CFP®, AFC®

From surviving to thriving: your first-gen path to building wealth with purpose.

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Primeros Financial Uziel Gomez, CFP®, AFC® he/him
Los Angeles, CA

Serving Clients Nationwide

From surviving to thriving: your first-gen path to building wealth with purpose.

Website

Areas of Focus

  • Career
  • Cash Flow
  • Financial Life Planning
  • Investment Management
  • Taxes

About Uziel Gomez, CFP®, AFC®

Hi, I'm Uziel Gomez, founder of Primeros Financial.

Being a first-generation American means that you’re likely the first in your family to build wealth, the first to graduate college, and the first to break barriers. I pursued higher education because I understood it was the route to helping my family overcome poverty. However, during college, I felt lost without proper guidance or a clear career passion.

Out of necessity, I had to educate myself on how the credit system works. Again, I had little to no guidance. This journey led me to delve deeply into various financial subjects, which led to my fascination with finance.

Through this journey, I've come to understand that being a Primero often means forging ahead without a clear path, without someone to show you the way. But it also means actively seeking out others who are blazing similar trails.

As a financial planner, I see myself as more than just a planner; I’m a guide for those navigating their own financial journeys. I help others establish a deeper connection with their finances, showing them how to harness the power of money to create a life of abundance and fulfillment.

My Money Story

Your earliest memory of money can have a profound impact on your financial attitudes and behaviors. Growing in a low-income household, I witnessed a lot of our hardships and struggles. My first money memory was watching my mom count the money for rent, offering silent thanks that we had enough set aside. This moment instilled in me the importance of an emergency fund and prudent spending habits. While my parents managed their finances well, they lacked resources and guidance beyond basic budgeting.

Immediately after graduating college, I started my first professional job. Upon stepping into the professional realm, I was met with a substantial salary bump. I struggled with the way I viewed money. I was earning income that neither my parents or siblings had ever earned. I grappled with conflicting impulses: part of me yearned to splurge money, as if to compensate for unfulfilled childhood desires. The other wanted to hoard every cent, because when you’ve been on survival mode your entire life, you’re just waiting for something to happen. I also felt a weight of obligation to my family, which made me hesitant to spend on myself.

Initially, I hoarded my earnings, reluctant to allocate them towards anything other than basic necessities. I then reassessed my spending plan to see how it reflected my values. I approached everything with a sense of balance that honored my values; supporting my family, spending on the things that I value, and saving for my future self.

Drawing from my personal journey, I embarked on a career in finance with a mission to make financial planning more accessible to people that are typically underserved. I aim to reach those who, like me, are navigating the complex dynamics of the sandwich generation—supporting both preceding and succeeding generations while striving for their own financial stability.

Professional Designations

  • Accredited Financial Counselor (AFC)
  • CERTIFIED FINANCIAL PLANNER ®

Affiliations

  • AFCPE
  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

Los Angeles

Video

https://www.youtube.com/watch?v=NHNuyj38opo

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free consultation to find out if we're the right fit for you. While I'm based in Los Angeles, I offer services to clients across the country. In this meeting, we’ll start by getting to know you as an individual/family, then discuss your financial situation and goals. After that, we’ll review the services we offer and provide you with a quote. This meeting is complimentary and transparent—there’s no pressure to sign up. I look forward to speaking with you.

Offers Investment Management

Yes

About Primeros Financial

Primeros Financial is a virtual, fee-only financial planning firm built to put people first. We take a non-judgmental, inclusive, and values-driven approach, meeting clients where they are, honoring their story, and helping them move forward with clarity and confidence. We do what’s right for clients not just because we’re fiduciaries, but because it’s who we are.

Founded by Uziel Gomez, a first-generation college graduate, professional, and business owner, Primeros was created for individuals and families building wealth from scratch, often becoming the first in their families to do so. We proudly support those rising in their careers and shifting from surviving to thriving, creating opportunity not only for themselves, but for future generations.

Our Mission

Our mission is to empower first-generation wealth builders and historically underserved communities by expanding access to real financial guidance, education, and ongoing support. We help clients move from uncertainty to clarity and build a foundation for lasting financial confidence.

At Primeros, we believe wealth can start with you. With the right knowledge, support, and plan, first-generation professionals can change their financial future.

Our Firm Values

✔️ Integrity

At Primeros Financial, integrity is our cornerstone. We prioritize our clients' interests above all else because it's not just about doing what's required, it's about doing what's right.

✔️ Balance

We don't just focus on setting up a plan that prioritizes your future self alone. Instead, we aim to help you strike a balance between saving for the future and enjoying your life today.

✔️ Empower

Our objective is to instill a sense of empowerment. We strive to provide comprehensive support and education that equips each individual with the knowledge and confidence to navigate their financial journey.

Who We Serve

"Primeros" is Spanish for "First." We assist all Primeros who are ready to take control of their finances but need guidance, with a specialization in these areas:

• First-gen wealth builders
• Passionate professionals
• Entrepreneurs
• Young Professionals

Finances can be challenging to navigate. That’s why we prioritize a client-centered approach, creating a welcoming, judgment-free space where clients can align their financial choices with their deepest values. Talking about finances doesn’t have to be boring; we make it upbeat and enjoyable!

Services:
- Business Planning
- Cash Flow Planning
- Career Planning
- Debt Management
- Estate Planning
- Family Planning
- Goal Clarity
- Student Loans
- Investments
- Retirement Planning
- Risk Management
- Tax Planning

Advisory Services offered through Avise Financial Cooperative, Inc. Avise Financial Cooperative, Inc. is a registered investment adviser with the SEC.

Education

Bachelor of Science degree in Financial Planning from Cal State Northridge

Volunteer Experience

In addition to serving clients, I devote meaningful time to advancing the profession and expanding access to financial planning for future generations of advisors. I currently serve on the Board of Directors for the Financial Planning Association of Los Angeles as President-Elect, stepping into the role of President in 2026, after previously leading NexGen and DEI initiatives. In this capacity, I help guide our chapter’s strategic vision, support the growth and development of rising planners, and foster a more inclusive and connected financial planning community in Los Angeles. I also serve on the CNBC Financial Advisor Council, contributing to national conversations around personal finance and the evolving needs of consumers. I am also deeply committed to supporting aspiring financial planners. As a coordinator for the BLX Internship Program, I help expand access to our profession by creating pathways, mentorship, and professional resources for individuals entering the field, especially those from historically underrepresented backgrounds. Empowering future planners is core to my mission and a meaningful way I give back to the profession that changed my life.

Hobbies and Interests

  • Boxing
  • Family
  • Movies
  • Painting
  • Traveling
  • Video Games
  • Volunteering

SEC Lookup

View Disclosure

Who We Serve

  • BIPOC
  • Business Owners
  • College Graduates
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Entrepreneurs
  • Foreign-Born Individuals
  • Gen Z
  • Hispanic | Latino
  • Immigrants
  • Individuals
  • Intergenerational Families
  • Newly Engaged / Newlywed
  • Non-Traditional Clients
  • Travel Lovers
  • Women Professionals
  • Women’s Finance
  • Young Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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