Julio Gonzalez

Background

About Julio Gonzalez

I am a sincere, optimistic financial advisor helping people create more wealth, freedom, and peace of mind. I am a Financial Consultant with Fidelity Investments, guiding people toward financial peace through educational seminars, financial literacy initiatives, and private consultations. MY FOUNDATION: More than 10 years of investment experience plus a degree in business administration from SDSU. I am a Certified Financial Planner® (CFP), Certified Seminar Specialist, and a Chartered Retirement Planning Counselor® (CRPC). I also have my Series 7, 6, 66, and 63, and I’m bilingual in Spanish and English. MY APPROACH: Wealth building tools used to be exclusive—available to wealthy private investors only—but today we have low to no cost investing to level the playing field. There are no secrets anymore—financial tools are there for the taking! It just takes a little education and a trustworthy guide to get started. I help clients define their goals, create a path, and navigate risk along the way. WHY I DO WHAT I DO: As a husband and father, I know what it means to care for a family and how financial stress can impact our life decisions. I want to alleviate that stress for everyday people. I have a knack for breaking down complex concepts into easily consumable bites. I love “seeing the light go on” in people’s faces when they learn about new financial tools and feel empowered. KEY STRENGTH: There is a strong trend right now toward automation and technical solutions in business and finance, so I’ve invested a lot of time into examining what this means from a wealth management perspective and integrate technical solutions into my work as much as possible. Clients love it when I show them how they can manage their 401k with just a few clicks on a mobile app. I’M KNOWN FOR: Outstanding time management skills! If there is a list of 20 things to do today, and we only have time to do 12, I will accomplish all 20 plus a few items from tomorrow’s list. I employ a strong methodology for time management and task prioritization, and I stick to it. CORE VALUES: Family, integrity, and kindness. I respect my clients and every member of my audience for taking the time to learn something new and perhaps a bit intimidating. It’s important to me to leave people feeling empowered and positive. I’M ON LINKEDIN TO: Join the international conversation on economics, wealth management, estate planning, retirement planning, and personal finance. Please connect!