stay
Wise
* STAY WISE *
* STAY WISE *
it’s time to build
Our mission is to inspire and equip builders. As Proverbs 24:3 reminds us, “Wise people are builders—they build families, businesses, and communities. And through intelligence and insight, their enterprises are established and endure.” By taking control of our finances, we have the power to strengthen our families, grow thriving businesses, and uplift our communities.
Maybe no one ever taught you how to handle money, or maybe you find yourself with more than enough and aren’t sure how to manage it wisely. Wherever you are on the spectrum, wisdom is the key—and that’s where we come in. We specialize in solving complex financial challenges with simple, practical wisdom that works.
Make 2025 the year you transform your finances and create lasting change for yourself and those around you. Let’s build something extraordinary together!
“Wise people are builders—they build families, businesses, communities. And through intelligence and insight their enterprises are established and endure.”
—Proverbs 24:3
our story
Andres Gomez, the founder of Financially Wise Solutions, began his journey with a deeply personal goal. As he prepared to get married, he wanted to ensure his new family started off on solid financial footing. He turned to friends and family, asking them for the keys to financial success, but to his surprise, no one had the answers he was seeking. That moment sparked a life-changing decision—he transitioned into the field of finance to gain the knowledge he needed.
As an immigrant from Colombia, Andres realized he hadn’t been equipped with the financial tools and education to thrive in the United States. What struck him even more was discovering that his American wife hadn’t received that knowledge either. This realization ignited his mission: to spread essential financial education and empower others.
Now, with over a decade of experience, Andres has helped more than 1,000 families plan for their financial independence goals. Today, he leads a dedicated team with an ambitious vision of serving 10,000 families, transforming their financial legacies and creating lasting change for generations to come.
Meet the Team
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ANDRES GOMEZ
FOUNDER & FINANCIAL ADVISOR
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MELISSA GOMEZ
REALTOR
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ANA FRANCO
JUNIOR FINANCIAL ADVISOR
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STEPHANIE OLIVA
ACCOUNT MANAGER
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JULISSA YANES
HEALTH INSURANCE SPECIALIST
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SELLY FELIZ
LIFE INSURANCE SPECIALIST
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JOHN CASTILLO TACURI
CLIENT SUPPORT
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FERNANDO BONILLA
EXECUTIVE ASSISTANT
What we do
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What we do *
Our Services
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There’s no shortage of investment information online, but true financial success comes from a strategy tailored to you. At FWS, we help you invest wisely—aligning your portfolio with your goals and evolving needs. Life changes, and so should your financial plan. That’s why we build lasting relationships with our clients, offering ongoing guidance to ensure your strategy remains the right fit. Rather than just providing advice and leaving you on your own, we’re here to support you every step of the way. Click the Let’s Connect button to find out more.
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Insurance isn’t just for the older generations—it’s a vital part of protecting what matters most. Your life, your future, and your loved ones deserve the right coverage. At FWS, we believe insurance is a key component of a strong financial plan, providing security and peace of mind for whatever lies ahead. Click the Let’s Connect button to find out more.
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Navigating healthcare options can feel overwhelming. Whether you're looking for affordable health coverage, preparing for Medicare, or exploring insurance options as a small business owner, we’re here to help. We offer a wide range of health insurance solutions, including individual plans, small business group coverage, ancillary and GAP plans, Medicare, and more. Healthcare is both a necessity and a complex industry, but you don’t have to navigate it alone—we’re committed to guiding you toward the coverage that best fits your needs. Click the Let’s Connect button to find out more.
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If you’ve ever watched a home renovation show, you’ve likely seen buyers stretch beyond their budget. At FWS, our goal isn’t just to help you find and buy a home—it’s to ensure you can confidently keep it. Our network of experienced mortgage loan officers and realtors, available nationwide, is ready to assist with buying or selling your home. We also provide valuable education on contracts, real estate markets, and the entire home buying and selling process. With so much information—and misinformation—circulating, especially since the pandemic, we’re here to offer clarity and expert guidance, helping you navigate the journey with confidence.. Click the Let’s Connect button to find out more.
BECOME A BUILDER
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1. DISCOVERY CALL
A COMPLIMENTARY 20 MINUTE PHONE OR ZOOM CALL (YOUR PREFERENCE) WHERE YOU MEET THE FINANCIAL ADVISOR, ASK QUESTIONS, AND SEE IF YOU TWO ARE A GOOD FIT. WE WILL SEND YOU INFORMATION BEFOREHAND SO YOU CAN BE PREPARED FOR THE MEETING.
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2. REVIEW PROPOSED PLAN
YOU’LL SPEAK AGAIN WITH YOUR ADVISOR VIA PHONE OR ZOOM AND GO OVER YOUR CUSTOMIZED PLAN. THIS CAN INCLUDE A NEW BUDGET, QUOTES FOR DIFFERENT INSURANCES, OR INVESTMENT PLANNING, AND MUCH MORE DEPENDING ON YOUR FIRST CALL AND THE GOALS ESTABLISHED THERE. THIS IS THE TIME TO GET YOUR QUESTIONS ANSWERED AND HAMMER OUT YOUR IDEAL PLAN.
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3. GIVE THE GREEN LIGHT
ONCE YOU REVIEW YOUR PLAN AND DECIDE IT’S RIGHT FOR YOU, YOU’LL GIVE US THE GREEN LIGHT TO START IT! OUR ADMINISTRATIVE TEAM WILL REACH OUT TO YOU WITH YOUR NEXT STEPS.
FAQs
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All financial advisors are licensed and you can verify them at www.brokercheck.finra.org
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We can service all 50 states! We are happy to meet virtually with anyone within the United States.
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There is no charge for the first meeting. We want to meet in a stress free, no hassle environment. We just want to see if we are a good fit and what your goals are. Based on your needs and goals, our advisors will explain the different fee structures you can choose from
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Most small business owners think they have to grow to a fortune 500 company to get a group health plan. The truth is, if your company is comprised of you and another employee (not your spouse) it qualifies for a group health insurance plan.
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At FWS, we believe life insurance is an essential part of a well-rounded financial plan. We also understand that everyone’s needs are unique. That’s why we take the time to assess your responsibilities, financial goals, and overall needs to determine if life insurance is the right fit for you. Our goal is to provide guidance and tailored solutions to help you protect what matters most.
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It’s the million-dollar question! The real estate market has been in the spotlight, especially in recent years following the COVID-19 pandemic. At FWS, we believe the answer is yes for many people. We’re here to provide you with accurate information and step-by-step guidance, ensuring you have the knowledge and confidence to navigate the home buying or selling process in today’s ever-changing market.
Wise people are builders
Wise people are builders
Building families, businesses, and communities
Building families, businesses, and communities
Their enterprises will endure
Their enterprises will endure
~ LET'S CONNECT ~
~ LET'S CONNECT ~
