Creating a secure financial future is an important process that involves not only careful planning, but confidence in your advisor.
Syd Gomez has been serving the financial needs of professionals, executives, business owners and their families for more than 25 years. Syd strives to develop long-term relationships with his clients with the objective of understanding their goals and help to provide viable solutions for every element of the wealth management equation.
Syd believes the most successful wealth management strategies look at the big picture. It is a comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interest, that sets his team apart. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Syd designs a customized investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Syd puts it into action and monitors its performance for opportunities to adapt to life changes and new goals. Syd also believes it is vital to speak in terms his clients can understand and to help you build (or work with existing) teams of professionals (CPA’s & Attorneys) needed to succeed. Syd provides the advice and services to help you build and maintain wealth: financial planning, investment management, 529 college savings planning, risk management, pre/post retirement planning (including IRA’s, 401(k)s), estate planning, and more.
Syd is a graduate of the University of Central Florida and currently resides in Windermere, FL. He has been a resident of the Central Florida area for over 40 years. In addition to his securities licenses, he is also licensed with the State of Florida in Life, Health, and Variable Annuity insurance. Syd is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative with Raymond James. He holds the designations of Wealth Management Specialist and is an Accredited Investment Fiduciary® and a Certified Plan Fiduciary Advisor. Away from the office, Syd enjoys traveling, listening to live music, attending sporting events and spending time with his family and friends. Syd is married to his lovely wife Kirsty and had two children, Rachael and Ryan.
I’m Bilingual English/Spanish.