Wesley Gomez

Wesley Gomez is a seasoned financial professional currently serving as the Vice President - Senior Financial Advisor at Personal Capital. His career in the financial services industry spans over two decades, beginning in 2000. He has extensive experience advising various clients, including institutions and retail clients, on alternative investment strategies.13

Career Highlights

• Personal Capital: Wesley held the position of Vice President - Senior Financial Advisor from December 2018 to February 2022, where he focused on providing comprehensive financial advice and investment strategies.2
• Previous Roles: Before joining Personal Capital, he worked at several prominent firms:
  • TD Ameritrade as a Senior Financial Consultant.
  • LPL Financial as a Registered Representative.
  • Ameriprise Financial Services and other financial institutions.14

Current Role

As of November 2023, Wesley has also taken on the role of Vice President and insurance agent at Kenneth Porter & Company, Ltd., where he dedicates part of his time to insurance-related activities while continuing his work in financial advising.13

Wesley Gomez's expertise lies in crafting tailored financial plans that address both immediate and long-term client needs, reflecting his commitment to helping clients achieve their financial goals.