9470 W. Fairview Avenue • Boise, ID 83704
Phone: 208-376-1648 • Email: firstname.lastname@example.org
Gus Gonzalez is a graduate of UCLA and holds a Bachelor of Arts degree. Originally from Los Angeles, CA, he started his career in the financial services and insurance industries in 2000. Gus is a Certified Wealth Strategist (CWS®) and a Benefits Advisor. Gus specializes in and is eager to help federal employees with their financial and retirement needs. He also holds numerous licenses including the Series 6, 7, 26, 63, and 65, as well as being insurance licensed. CA Insurance License #0C81452
Gus serves his clients by creating a financial game plan where he addresses 13 Wealth Management issues that research has shown are critical for clients to address. He uses those 13 areas of concern to customize a strategy to help his clients achieve financial independence.
Gus moved to Boise, Idaho in 2007 and has since become recognized for his work in the Treasure Valley. Gus is known for forging close, professional relationships built on trust. His professional ideals and reputation were built on the motto “always put the client first”. Gus understands that making financial decisions for his client’s can be daunting, so he is there to guide them every step of the way.