Guillermo Gutierrez CFP®

Relationship Manager

Guillermo joined Zephyr in 2018 after graduating from California State University Northridge with a degree in Finance focused on Financial Planning. Since joining, Guillermo has risen through the ranks at  Zephyr to be a Relationship Manager. His primary role on the team is to prepare appropriate financial planning and investment strategies where it benefits the clients’ interests. In 2022 he earned the CERTIFIED FINANCIAL PLANNER™ certification. He holds his securities registration through FSC Securities Corporation, a registered broker/dealer and member of FINRA and SIPC.

Guillermo is a native Angeleno, born and raised in the San Fernando Valley, and likes rooting for his favorite LA sports teams. He is active in the local community by volunteering to coach youth sports.  

 

Guillermo lives in Winnetka with his wife, Janette. Outside of work, they enjoy traveling, eating good food, and spending time with their two dogs.