Unclaimed
Uziel Gomez is a financial advisor with Avise Financial. Uziel is a Certified Financial Planner and has been in the industry for over 10 years. Uziel has experience working with individuals, high-net-worth individuals, and businesses. Avise Financial is a firm that provides financial planning, portfolio management, and pension consulting services. They also offer services to help clients select other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
01/09/2025 - Present
Avise Financial (CANOGA PARK CA)
Active
Inactive
Not sure Uziel Gomez is the right advisor for you? Invested Better is here to help.