Armando e Gutierrez
Wealth Planner (TEP) | Life Insurance Specialist | Protecting Multi-Generational Wealth Across Borders
- Role
- SVP High Net Worth & Ultra High Net Worth Insurance at 香港匯豐銀行
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Armando e Gutierrez
I help successful families and founders, transform complexity into clarity through advanced life insurance strategies that protect wealth, create liquidity, and simplify domestic and cross-border succession.Miami-based and ready to collaborate with your attorney, CPA, and family office team.Licensed: Life/Health & Variable Annuity (FL). Former CPA. Securities experience (Series 7/82).
Experience
SVP High Net Worth & Ultra High Net Worth Insurance
Mar 2026 — Present · Miami, FL, US
Education
University of Florida
Bachelor of Science, Accounting
1982 — 1984
Belen Jesuit Prep
High School
1975 — 1979
Skills
- Wealth Management
- Trust Services
- Private Banking
- High Net Worth Individuals
- Estate Planning
- Wealth Management Services
- Asset Management
- Investments
- Asset Allocation
- Financial Markets
- Alternative Investments
- Investment Advisory
- Wealth
- Structured Products
- Investment Management
- Hedge Funds
- Investment Strategies
- Strategic Financial Planning
- Mutual Funds
- Life Insurance
- Portfolio Management
- Series 7
- Trusts
- Insurance
- Financial Advisory
- Retirement Planning
- Fixed Annuities
- Finance
- Estate Tax Planning
- Financial Planners
- Tax
- Trust
- Real Estate
- Premium Financing
- Tax Accounting
- Commercial Real Estate
- Investment Properties
- Wealth Accumulation
- Taxation of Trusts
- Key Account Management
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