Retirement Income Planner. Trust Specialist. Medicare Advisor.

Sergio Gomez began his career in service to his country, serving in both the U.S. Navy and the U.S. Air Force. The discipline, integrity, and commitment to mission that defined his military years became the foundation for everything he has built since.

After transitioning to civilian life, Sergio pursued his passion for helping people make sound financial decisions. He earned a Bachelor of Business Administration and went on to complete a Master of Science in Personal Financial Planning, one of the most rigorous academic credentials available in the financial services industry. He later obtained his trust funding and estate planning coordination to deepen his expertise in helping families protect what they have built, estate analysis, and legacy protection.

Over more than two decades in financial services, Sergio has worked with hundreds of families across San Diego and the Inland Empire, helping them navigate the transition from accumulation to distribution, select the right Medicare coverage, properly fund their living trusts, and build retirement income strategies they can rely on for life.

What sets Sergio apart is not just his credentials. It is his approach. He believes that every family deserves a clear, honest picture of their financial situation, and that the best financial advice is the kind that empowers people to make their own informed decisions. There is no pressure, no jargon, and no one-size-fits-all solutions. Just a trusted advisor who takes the time to understand your life and build a plan around it.

Sergio is affiliated with Red Lion Financial, a firm committed to independent, client-first financial guidance. He serves clients throughout Southern California, with a special commitment to fellow veterans and their families.