Uziel
Gomez
Avise Financial
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About this Advisor
Uziel Gomez is a financial advisor based in Canoga Park, California, working with Avise Financial. Uziel has previously held positions at International Private Wealth Advisors LLC, California State University, Northridge, Us-Latam Tax Group, Ballast Point Financial Planning, Attainable Wealth, California State University - Volunteer Income Tax Assistance, California State University - Cinema & Television Department, Wells Fargo, Old Navy, Whole Foods Market, Vallarta Supermarket, Equalis Financial, and Avise Financial. Uziel is registered to provide services in California and Texas. Currently, Uziel is part of Avise Financial, which operates out of Canoga Park, California. The firm has 2 offices and 4 employees. The firm manages assets totaling $125.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Avise Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avise Financial Brokerage Details
$125,910,558
4
450
$279,801
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Uziel Gomez Work History
Avise Financial
Equalis Financial
International Private Wealth Advisors LLC
Us-Latam Tax Group
Ballast Point Financial Planning
Attainable Wealth
California State University - Volunteer Income Tax Assistance
California State University - Cinema & Television Department
Wells Fargo
Whole Foods Market
California State University, Northridge
Old Navy
Vallarta Supermarket
Disclosures
Please visit the SEC profile of Uziel Gomez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avise Financial
Los Angeles, CA
Canoga Park, CA
Los Angeles, CA
Los Angeles, CA
Merion Station, PA
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