Uziel Gomez
Investment adviser representative at Avise Financial
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$169.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Avise FinancialJan 2025 to now
- Equalis FinancialMay 2024 to now
- International Private Wealth Advisors LLCMar 2023 to Mar 2024
- Us-latam Tax GroupMar 2023 to Mar 2024
- Ballast Point Financial PlanningMar 2021 to Feb 2023
- Attainable WealthAug 2020 to Feb 2021
- California State University - Volunteer Income Tax AssistanceFeb 2020 to Apr 2020
- California State University - Cinema & Television DepartmentJun 2019 to Dec 2020
- Wells FargoJul 2018 to May 2019
- Whole Foods MarketOct 2017 to Jul 2018
- California State University, NorthridgeSep 2016 to Jun 2020
- Old NavySep 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Avise Financial
Legal name: Avise Financial Cooperative, Inc.
$169.4MAssets managed
170Clients
7Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7774739
- Firm CRD
- 328790