Antonio Gomez, CFP®, ChFC®, CLU®, RICP®

Financial Advisor

Professional

With over a decade of experience in financial planning, Tony Gomez and his team help clients identify their long-term goals and build a customized roadmap to reach them.

Developing deep longstanding relationships with clients is paramount in our mission to helping clients financial vision become a reality.

 

CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

Chartered Life Underwriter® (CLU®) is a financial professional with extensive knowledge of life insurance. In most states, a CLU® designation exempts you from pre-licensing education and underwriting certification requirements. This means a CLU® has obtained a level of life insurance expertise that exceeds basic life insurance underwriting requirements.

A CLU® certification gives advisors:

  • In-depth knowledge of life insurance underwriting concepts and life insurance law within the context of overall risk management
  • The necessary knowledge to help clients address their estate planning needs
  • An understanding of solutions addressing the life insurance underwriting needs of business owners and professionals

The Retirement Income Certified Professional® (RICP®) program empowers financial professionals with the knowledge they need to become experts in today's fast-growing retirement planning market.

The accredited RICP® program is tailored for financial professionals seeking to specialize in the retirement income planning field.

The Chartered Financial Consultant® (ChFC®) designation program is an advanced financial planning designation for every person and every need. The ChFC® covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more. If you are looking for financial classes online that will give you a stronger baseline understanding of what it takes to be successful as a financial consultant, ChFC® certifications for financial advisors can help open doors and expand your business while putting you in a position to branch out and take your chartered financial practice to the next level.

Education

Degree Major Institution
Master of Science Finance Hofstra University
Bachelor of Science Business Management and Administration Stony Brook University
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck