Jose Hernandez-Gomez
Managing Partner
- Role
- Managing Partner at Cpis Financial
- Location
- Downey, CA, US
- LinkedIn followers
- 500 followers
About Jose Hernandez-Gomez
Jose is a voice and an advocate in the Latino community. He first contributed his…
Experience
Managing Partner
Jan 2021 — Present · Downey, CA, US
Co-Founder & Financial Advisor, CPIS FinancialDevelop and implement personalized financial strategies focused on wealth building, asset protection, and legacy planning for families and business owners.Advise clients on life insurance, annuities, and living trust integration to align protection, retirement income, and estate goals.Educate clients on generational wealth principles, helping families transfer financial knowledge and values to future generations.Oversee client portfolio reviews to ensure proper diversification, performance alignment, and risk management.Lead financial planning consultations and workshops, both in English and Spanish, promoting financial literacy in the community.Collaborate with estate attorneys, CPAs, and fiduciaries to deliver holistic wealth solutions.Manage and mentor licensed agents within the firm, fostering a culture of integrity, client service, and growth.Ensure compliance with state and federal financial regulations, maintaining ethical standards across all advisory services.Develop strategic partnerships and business growth initiatives to expand the firm’s reach and impact.
Education
The American College of Financial Services
Financial Planning and Services
California State University, Long Beach
Bachelor of Science - BS
California State University-Long Beach
Bachelors in Political Science: Law, Politics, & Policy, Minor in Legal Studies
Institute of Business & Finance
Financial Planning and Services
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