Disclaimers

Gutierrez Wealth Advisory is an SEC registered investment adviser located in Little Rock, Arkansas, which only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration does not imply a certain level of skill or training. A copy of Gutierrez Wealth Advisory’s current Form ADV Part 2A disclosure brochure, discussing Gutierrez Wealth Advisory’s business operations, services, and fees, is available upon written request or by visiting www.adviserinfo.sec.gov.

The publication of Gutierrez Wealth Advisory’s web site and social media pages on the Internet should not be construed by any consumer or prospective client as Gutierrez Wealth Advisory’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented on this website or the firm's social media pages.

Gutierrez Wealth Advisory does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to this website or the firm's social media pages or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Investing involves market, economic, and other risks and could possibly result in a complete loss of all amounts invested. Statements contained herein should not be construed as any guarantee with respect to any services provided.

Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Gutierrez Wealth Advisory are not affiliated companies. Arkansas Insurance Producer License Number #1675493 & #10138542

THIS WEB SITE AND THE FIRM'S SOCIAL MEDIA PAGES ARE PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR THE FIRM'S SOCIAL MEDIA PAGES OR ANY THIRD PARTY LINKS TO THIS WEB SITE OR THE FIRM'S SOCIAL MEDIA PAGES. ALL EXPRESSIONS OF OPINION ON THIS WEB SITE AND THE FIRM'S SOCIAL MEDIA PAGES REFLECT THE JUDGMENT OF THE AUTHORS AS OF THE DATE OF PUBLICATION AND ARE SUBJECT TO CHANGE.

Gutierrez Wealth Advisory

A Comprehensive Financial Planning Firm in Little Rock AR

David Gutierrez, CFP®, CIMA®

David Gutierrez, CFP<sup>®</sup>, CIMA<sup>®</sup>

David Gutierrez, CFP®, CIMA®

Cofounder & Wealth Advisor

As a wealth advisor, David leads the financial planning process and helps clients define their goals so they can align their wealth strategies accordingly. His top priority is helping clients gain a deeper understanding of their situation and options so they can make the best choices for themselves. He believes knowledge and understanding lead to wise decisions; as such, he diligently stays up to date on planning strategies and trends with the goal of ensuring both clients and team members are working with the most relevant, practical data. David specializes in financial planning and risk management strategies, and he collaborates with Roy to develop investment strategies aiming to provide clients with well-rounded advice and guidance.

David especially values the relationships he forms through the planning process, and the in-depth understanding he gains of clients helps him answer a common question, “What would you do if you were me?” He helps clients see the potential outcomes of their decisions, and this insight instills peace of mind about their financial choices. David also spends much of his time developing communication strategies in an effort to ensure each of the firm’s clients is informed and cared for throughout the planning process.

Background & Industry Involvement

David has always been fascinated by financial markets and investing. With his father Roy having started his financial practice before David was born, he enjoyed learning about the industry and seeing the impact his dad made from a young age. When he joined the business in 2007 after graduating from college, he soon discovered his true passion was for financial planning and holistic wealth management. Now, working alongside his father, he is honored to serve multiple generations of families and tend to numerous aspects of their financial wellbeing.

David is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®). He attended the University of Virginia and earned a bachelor’s degree in systems engineering with a minor in economics.

Personal

David lives in Little Rock, Arkansas, with his wife Callie and their two beautiful daughters, Eva and Mary Grace. In his free time, David enjoys spending time with his family, playing golf, watching sports, and getting together with friends.

He is a board member with Our House, a local organization that provides temporary housing, meals, job training, and other resources for people experiencing homelessness. David is also a vestry member with St. Mark’s Episcopal Church.

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