Sergio Daniel Gonzalez

For several years, Sergio has served as a notable financial advisor helping his clients create a life by design. He is from near Nashville, Tennessee and he grew up in an environment where he saw how the lack of financial planning could significantly impact a family's options and legacy.

During his upbringing, he relocated to Southern California where he pursued a degree focused in Personal Financial Planning from Cal State Fullerton. He started his practice in college where he immediately recognized that he wanted to dedicate his career to helping clients plan through a comprehensive and relational approach.

His mission is to foster a community of confident, educated individuals who are empowered by financial literacy. When he is not with clients, he loves to go to Dodger's games with his family, enjoy great food in Orange County, and enjoy the beautiful nature of California through camping and beaches with his Bernedoodle, Joey.

Certifications and Designations

•  Certified Financial Planner™ professional certification is one of the most recognized financial planning marks in the world. The certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession.

Years of Experience

Representing Northwestern Mutual since 2017.

Education

California State University Fullerton - Finance/ Financial Planning (Bachelor of Arts)