David Gutierrez is a financial advisor with 19 years of industry experience. He is the co-founder, wealth advisor, and chief compliance officer at Gutierrez Wealth Advisory, LLC, and previously spent 15 years at UBS Financial Services. He holds the Series 66 designation.
Gutierrez Wealth Advisory provides financial planning, investment management, wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a strategic asset allocation approach tailored to each client’s risk profile and objectives, typically allocating across ETFs, mutual funds, third-party managers, and, where appropriate, alternative investments and digital assets.