Joe Gutierrez

Background

About Joe Gutierrez

Joe has worked in the financial services industry for over 20 years. He attended the University of Florida and Florida Atlantic University earning a Bachelor of Science in Finance. Joe believes the most helpful quality a financial advisor can have is the ability to listen."Money is personal" Joe feels he is successful in helping his clients when he has the opportunity to hear what is deeply important to them, and helps them create a plan to pursue their most important goals. Each client is unique. Each has a unique combination of goals, aspirations, fears and wants. Therefore, as each client is unique, each plan and strategy should be individually crafted to balance those important factors. He has learned that long-term financial progress requires understanding his clients as much as understanding the markets. Joe has been a South Floridian since 1979 and now lives in Palm City with his wife, Renee, and their daughter, Ella. They enjoy boating, golfing, fitness, vacationing at Disney World and spending time with family and friends. Joe has volunteered at many charitable organizations and has a lifelong interest in supporting many of the area not for profit charities that benefit underprivileged children and their families.