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Martin G

Series 63, Series 65

El Paso, TX

Equitable Advisors

Martin Gutierrez is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm operated as Axa Advisors. Outside of his advisory role, Gutierrez owns MG Financial Services, a financial and insurance consulting business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives, utilizing both firm-sponsored and third-party advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Juan G

Series 66

El Paso, TX

Equitable Advisors

Juan Gonzalez is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Merrill. Gonzalez is based in El Paso, TX. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm’s approach involves matching clients to advisory program models or discretionary managers, with services delivered through a network of Investment Adviser Representatives and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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