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Patsy Gomez
Financial advisor serving Business Owners & Individuals - Financial Strategies - Retirement - Insurance - Estate
Patsy Gomez is a Financial Advisor currently associated with LPL Financial. She specializes in fee-based investing, annuities, retirement plans, and 401(k) services, providing tailored investment and portfolio recommendations based on individual client goals and risk tolerance.
Gomez has extensive experience in the financial sector, having become securities licensed in 2004. She has also held positions at Ameriprise Financial, where she served as a Vice President and provided various financial advisory services. Her career reflects a strong commitment to helping clients navigate their financial planning needs.12
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Location
Rockwall, Texas
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