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Andrew Gomes

Advisor at Empower Advisory Group — Somerset, MA

Updated today

Credentials

Series 66

Experience

4 years

Location

Somerset, MA

Empower Advisory Group logo

Empower Advisory Group

Enterprise

Total advisors

1,976

Across 1,068 offices

Clients per advisor

148 Very High

Avg AUM per client

$565,063 High

HNW client ratio

7% Low

About

Andrew Gomes is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through integrated services linked to Empower’s recordkeeping and administrative platforms.

Client services

Based on Empower Advisory Group

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Empower Advisory Group

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment

Subscriptions

Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above

Location

See office

Somerset, MA

Somerset MA

Advisors at this office

1

Most active in

Massachusetts

Work history

4 years of industry experience

Empower Financial Services, inc

2024 - Present • 2 years

Greenwood Village, CO

Empower Advisory Group

2024 - Present • 2 years

Greenwood Village, CO

Bank of America, N.A

2024 - 2024 • 1 year

Providence, RI

Merrill

2024 - 2024 • 1 year

Providence, RI

fidelity Investments

2021 - 2024 • 3 years

Smithfield, RI

HomeMaker

2019 - 2021 • 2 years

Tiverton, RI

Plum Marketing

2019 - 2019 • 1 year

North Dartmouth, MA

Newport Jeep

2019 - 2019 • 1 year

Middletown, RI

Att

2018 - 2019 • 1 year

North Dartmouth, MA

Aquidneck Pools and Spa

2018 - 2018 • 1 year

Portsmouth, RI

UnEmployed

2017 - 2018 • 1 year

Pawtucket, RI

Cardis Furniture

2017 - 2017 • 1 year

South Attleboro, MA

Thryv Inc (DEX MEDIA)

2017 - 2017 • 1 year

Worcester, MA

Verizon wireless

2015 - 2017 • 2 years

Bellingham, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kurt J

Series 63, Series 65

Barrington, RI

Income Associates

Kurt Jamiel is a financial advisor at Income Associates in Barrington, RI, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera and Summit Financial Group. In addition to his advisory work, he owns and operates Quiet Keeper LLC, a sales and service business. Income Associates primarily serves individual investors, high-net-worth clients, and business entities, managing approximately $9.37 million in assets. The firm employs a discretionary investment approach tailored to client goals, utilizing a combination of fundamental, technical, and quantitative analysis alongside third-party model portfolios and sub-advisors.

General retirement planning Income planning Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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Earle J

Series 65

Westport, MA

Boselah Investments

Earle Johnson is a financial advisor at Boselah Investments with 11 years of industry experience. He holds a Series 65 designation and has led Boselah Investments since 2014. His background includes public accounting and commercial banking. Boselah Investments provides discretionary investment management and tailored portfolio services for individuals, high-net-worth investors, businesses, and trusts. The firm employs a range of instruments and strategies, including fundamental, technical, and cyclical analysis, and conducts active trading primarily through Interactive Brokers’ platform.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Steven A

CFP®

Swansea, MA

GrowthFocus Wealth Management LLC

Steven Antunes is a CFP® professional with six years of experience in financial advisory roles. He is the sole advisor at GrowthFocus Wealth Management LLC in Swansea, MA, where he has worked since 2020. His prior experience includes positions at CITIZENS Bank and SK Wealth Management, LLC. GrowthFocus Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach using primarily low-cost, diversified mutual funds and ETFs, with portfolios customized to client goals and risk tolerance.

General retirement planning Income planning General tax planning Wealth management
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Abel P

Series 65, Series 63

Taunton, MA

Pizarro Advisors

Abel Pizarro Jr. is a financial advisor at Pizarro Advisors with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at New Leaf, PFS Investments Inc., and Primerica Financial Services. Pizarro Advisors is a state-registered investment adviser that provides financial planning, business consulting, and wealth management services to individuals, companies, and other advisers. The firm’s investment approach focuses on strategic asset allocation informed by fundamental analysis and macroeconomic indicators, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Business ownership considerations Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) General tax planning Concentrated stock management Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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Roger S

Series 65

Fall River, MA

Northeast Capital Management, Inc.

Roger Saint Pierre is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with Northeast Capital Management, Inc. since 1999 and also has a long-standing association with Rhs Associates dating back to 1973. Northeast Capital Management provides discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs both fundamental and technical analysis and implements client-specific portfolios using a range of strategies tailored to each client’s objectives.

Active portfolio management
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Gabriel A

Series 65, Series 63

Central Falls, RI

Alvarez & Associates Financial

Gabriel Alvarez is a financial advisor at Alvarez & Associates Financial with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments for three years. Outside of advising, he spends part of his time driving for a rideshare service. Alvarez & Associates Financial is an independent, fee-only registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers both comprehensive and project-based financial planning and uses a blend of active and passive strategies with fundamental, technical, and cyclical analysis to manage client portfolios.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement withdrawal strategies
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