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Our Story
Financial Guidance That Feels Like a Partnership

AboutLet's Skip the Formalities

About
Let's Skip the Formalities

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.

What Makes Us Different
What You Can Expect From Working With Us

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 2026 the year you transform your finances and create lasting change for yourself and those around you. Let’s build something extraordinary together!

Our Mission

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.

Our Vision

We want to be the kind of financial team people genuinely look forward to hearing from — the ones they recommend to friends and family without hesitation.

Our Core Values

Honesty, accessibility, and respect for your time drive everything we do. We'll always be upfront with you, keep things simple, and make sure our work together fits into your life — not the other way around.

Meet The Team
The People Behind the Plan

We'd love the chance to introduce ourselves. Get to know the team, how we got here, and why we love the work we do.

Andres Gomez

Andres Gomez

Founder & Financial Advisor

Melissa Gomez

Melissa Gomez

Realtor

Ana Franco

Ana Franco

Junior Financial Advisor

Stephanie Oliva

Stephanie Oliva

Account Manager

Julissa Yanes

Julissa Yanes

Health Insurance Specialist

Selly Feliz

Selly Feliz

Life Insurance Specialist

John Castillo Tacuri

John Castillo Tacuri

Client Support

Fernando Bonilla

Fernando Bonilla

Executive Assistant

BECOME A BUILDER

“Wise people are builders—they build families, businesses, communities. And through intelligence and insight their enterprises are established and endure.”

—Proverbs 24:3

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.

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Get Started
Let's See If We're a Good Fit

No pressure, no obligations — just a real conversation about where you are and where you'd like to go. We'd love to hear your story.

Let's Build Your Plan