Gilbert Vázquez

Gilbert serves as a Financial Planning Strategist at Pure Financial. He wants to be involved with your complete financial planning journey. His experience in all facets of wealth management makes him instrumental in developing strategies for an array of situations. He started his career at the trade desk for a major brokerage firm, where he gained an understanding of securities and derivatives. His career then transitioned to the calmer world of financial planning, where he has acquired experience in retirement and estate planning, focusing on asset protection and tax reduction strategies.

Prior to joining our fee-only firm, Gilbert held his FINRA Series 7, 66, and CA insurance life, health and annuity licenses. He earned dual bachelor degrees in Finance and American Studies from Cal State Fullerton, an MBA from California Lutheran University, and a Postgraduate certificate in Finanzas Personales from UNAM in Mexico City. He is a CERTIFIED FINANCIAL PLANNER® practitioner since passing the Board exam in 2018.

As a Southern California native, Gilbert enjoys spending time at the beach and would much rather be eating lobster down in the Baja Peninsula. He has never said “no” to an impromptu weekend getaway and will always root for the Angels!