A Few Words

About

Gus Gonzalez

resume_ioc

Financial Adviser

about me

Gus Gonzalez is a graduate of UCLA and holds a Bachelor of Arts degree. Originally from Los Angeles, CA, he started his career in the financial services and insurance industry in 2000. He is a Certified Wealth Strategist (CWS*) and a Benefits Advisor. He serves his clients by creating a financial plan that addresses their needs on a holistic basis, including investment management, retirement planning, life insurance, long term care insurance, estate planning, Social Security, Medicare and budgeting. He understands that the relationships that he builds with his clients are less about numbers and more about creating memorable life experiences.

Gus is known for forging close, professional relationships built on trust. His professional ideals and reputation were built on the motto “always put the client first.” He is married to his wife, Maria.  They have two sons Julian and Cristian, who play basketball and soccer. He enjoys traveling working out and spending time with family.

resume_ioc

Office Manager

About Me

Julia is graduating from Boise State University this upcoming spring 2024. Julia is pursuing her degree in Health studies to soon work as a radiologist. She joined Integrated Financial Management in the fall of 2023 as the Assistant to Gus Gonzalez.  Her job is to ensure that clients and business affiliates are given consistent service and to be a reliable point of contact for account service-related items.

Julia grew up in Caldwell Idaho. Her favorite things about Caldwell are the many events that they host in town. Things like the farmers markets and ice skating during the winter. As much as Julia enjoys always being busy with work or school, she also enjoys spending her time traveling and making new memories with friends and family. 

Julia Martinez

Acting In Your Best Interest

Interested In our Services? Schedule an Appointment with us Today!

Scroll to Top