Uziel Gomez has been an investment adviser representative at Avise Financial Cooperative since January 2025, and is not listed among the firm’s executive officers or direct owners. Uziel Gomez holds a Bachelor of Science in Financial Planning from California State University, Northridge.
Avise Financial Cooperative, Inc. is a Los Angeles, CA firm with $169M under management, 170 clients and 6 advisers across 7 offices, as of its June 2026 filing.
Uziel Gomez is Founder of Primeros Financial, a financial planning firm for first-generation wealth builders. He serves on the board of directors of the Financial Planning Association of Los Angeles, where he is president (2026), and is an intern coordinator for the BLX Internship Program.
Uziel Gomez’s longest registration is the current one, 1 year at Avise Financial Cooperative since 2025. Before joining Avise Financial Cooperative in 2025, Uziel Gomez was registered through Equalis Financial and International Private Wealth Advisors LLC.
- Equalis Financial– · under a yearCanoga Park, CA · Adviser representative · Firm CRD 281418
- International Private Wealth Advisors LLC– · under a yearSan Diego, CA · Adviser representative · Firm CRD 323032
Professional designations
Listed by Avise Financial Cooperative
- CERTIFIED FINANCIAL PLANNER™
- Accredited Financial Counselor
Investment adviser representative registrations
Uziel Gomez is registered as an investment adviser representative in 2 states. Each was approved in January 2025.
- CaliforniaSince 9 January 2025
- TexasSince 9 January 2025
Examinations
No examinations are on Uziel Gomez’s record.
- CRD
- 7774739
- Firm
- Avise Financial Cooperative · CRD 328790
- Office
- Canoga Park, CA
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- primerosfinancial.com
Where does Uziel Gomez work?
Uziel Gomez is an investment adviser representative registered through Avise Financial Cooperative, Inc. since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Uziel Gomez a financial advisor?
Yes. Uziel Gomez has a current investment-adviser registration in California and Texas, through Avise Financial Cooperative since January 2025.
How many years of experience does Uziel Gomez have?
Uziel Gomez has 3 years in the financial industry, since August 2023, across 3 adviser firms.
Where did Uziel Gomez work before Avise Financial Cooperative?
Before Avise Financial Cooperative, Uziel Gomez was registered through International Private Wealth Advisors LLC, June 2023 to March 2024.
Where is Uziel Gomez based?
Uziel Gomez’s registered office is in Canoga Park, CA.
Is Uziel Gomez registered with FINRA?
No. Uziel Gomez has no current broker registration.
Is Uziel Gomez a CFP?
Avise Financial Cooperative lists Uziel Gomez with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Uziel Gomez’s record?
Search CRD 7774739 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Uziel Gomez’s full registration record.
