financial advisor in Whittier Gustavo Lozano
13525 East Whittier Boulevard
Whittier, CA 90605
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It is my pleasure to serve the financial needs of people in the Los Angeles area. My experience in the financial industry started in 2011. I hold a Bachelor of Science degree in business administration and economics and a Master of Business Administration degree in entrepreneurship from California State University of Los Angeles. I am fluent in Spanish. California Insurance License #0F51276.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I volunteer with the Financial Literacy Programs Los Angeles Public Library, Entrepreneurship and Financial Workshops with CSULA and Youth Soccer Development City of Downey. In my free time, I enjoy traveling, classic cars, and the Los Angeles Dodgers.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office13525 East Whittier Boulevard
Whittier, CA 90605
Secondary office3366 W Century Blvd
Inglewood, CA 90303
Secondary office1611 W Beverly Blvd
Montebello, CA 90640
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.