Luis A. Gutierrez, CFP®
Investment Associate at RBC Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Los Angeles, California, United States, US
Languages
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Spanish -
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Credentials
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CERTIFIED FINANCIAL PLANNER™
CFP Board
Experience
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RBC Wealth Management
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Canada
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Financial Services
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700 & Above Employee
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Investment Associate
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Aug 2018 - Present
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MAP Strategic Wealth Advisors, A Member of Advisory Services Network, LLC
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United States
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Financial Services
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1 - 100 Employee
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Operations Specialist
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Dec 2017 - Jul 2018
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-
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Capital Group
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United States
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Financial Services
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700 & Above Employee
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Global Securities Associate
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Mar 2015 - Dec 2017
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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Wealth Management Intern
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Jan 2014 - Dec 2014
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-
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LPL Financial
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United States
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Financial Services
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700 & Above Employee
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Wealth Management Intern
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Apr 2013 - Nov 2013
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Zolio Inc
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Investment Management
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1 - 100 Employee
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Investment Management Intern
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Jun 2013 - Aug 2013
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Education
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2010 - 2014
University of Southern California - Marshall School of Business
Bachelor of Science - BS, Business Administration - Finance -
University of California, Berkeley
Personal Financial Planning Certificate
Community
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