Luis Gonzalez
- Role
- Paraplanner at Peak Financial Planning
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Luis Gonzalez
As a finance professional and CFP® candidate, I am passionate about helping individuals and families achieve their financial goals. With over a decade of experience in leadership, financial management, and business development, I am now focused on transitioning into the financial planning industry, where I can leverage my expertise to make a meaningful impact on clients’ financial futures. Throughout my career, I have demonstrated a strong aptitude for financial analysis, strategic planning, and client relationship management. My background includes roles in executive leadership, where I excelled in optimizing operations, and driving business growth. These experiences have equipped me with a deep understanding of financial systems and a commitment to delivering client-centered solutions. Currently, I am preparing for the CFP® exam to further enhance my qualifications in the financial planning field. I have also gained hands-on experience through my participation in the Amplified Learning Externship Program and volunteer work with the Financial Planning Association of Los Angeles (FPALA), where I have developed my skills in retirement planning, estate planning, and financial software applications. My goal is to join a Registered Investment Advisor (RIA) firm as a paraplanner or financial advisor, where I can contribute my knowledge and experience to help clients navigate their financial journeys with confidence. I am dedicated to ongoing professional development and am committed to building long-term relationships based on trust, integrity, and results. I welcome opportunities to connect with professionals in the financial planning community and explore how I can contribute to the success of an RIA firm. Feel free to reach out to me through this profile.
Experience
Paraplanner
Jan 2025 — Present · CA, US
Assist lead advisors with the creation and delivery of customized financial plans.• Conduct data gathering, cash flow analysis, and scenario modeling using financial planning software.• Maintain and update CRM with client activity, meeting notes, and task follow-ups.
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