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Uziel Gomez, CFP®, AFC®

Real financial planning for first-generation wealth builders.

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Primeros Financial Uziel Gomez, CFP®, AFC®
Los Angeles, CA

Serving Clients Nationwide

Real financial planning for first-generation wealth builders.

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

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™ Professional

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Los Angeles, CA, 90028

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 our Firm

Primeros Financial is a virtual fee-only financial planning firm. We put our clients' interests first—not just as fiduciaries, but because it's the right thing to do.

Founded by Uziel Gomez, a Primero who is the first in his family to graduate college and break barriers, our mission is to make real financial planning accessible to Primeros who are typically underserved.

Our Mission

Primeros Financial’s mission is to empower first-generation wealth builders by guiding them through their financial journeys and enabling them to learn how to utilize their money as a resource to live a fulfilling life.

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!

Education

Bachelor of Science degree in Financial Planning from Cal State Northridge

Hobbies and Interests

  • Boxing
  • Family
  • Traveling

SEC Lookup

View Disclosure

Who We Serve

  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Foreign-Born Individuals
  • Gen Z
  • Hispanic | Latino
  • Immigrants
  • Intergenerational Families
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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