Disclaimers

Gutierrez Wealth Advisory is an SEC registered investment adviser located in Little Rock, Arkansas. Registration does not imply a certain level of skill or training. The publication of Gutierrez Wealth Advisory’s web site 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. The information on this Internet site should not be construed as personalized individual advice. 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.

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. 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 or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

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

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Gutierrez Wealth Advisory

A Comprehensive Financial Planning Firm in Little Rock AR

Roy Gutierrez, CRPS®, MBA

Roy Gutierrez, CRPS<sup>®</sup>, MBA

Roy Gutierrez, CRPS®, MBA

Cofounder & Wealth Advisor

Roy oversees the entire client experience at Gutierrez Wealth Advisory. With a longtime passion for helping people, he gets to know clients during their first introductory meetings and stays with them throughout the planning process, building strong relationships and a trust he believes is vital to effective wealth management. With more than 40 years of experience, he not only has helped clients with countless planning scenarios but has personally experienced many of the same situations himself. His goal is to tend to every aspect of his clients’ financial worlds, giving them the freedom to let go of worry and focus on what matters to them.

Background & Industry Involvement

Roy joined the financial industry after being inspired by an article in Barron’s magazine that highlighted the importance and benefits of working in the financial services sector. He had an economics degree from the University of North Carolina and, at the time, was conducting economic forecasting for a gas utility company. Prior to his role with the utility company, he was a captain in the U.S. Air Force for six years. After reading that article in 1981, he decided to pursue a career as an advisor, and he’s never looked back.

Roy is a Chartered Retirement Plans SpecialistSM and earned his MBA from the University of Utah.

Personal

Roy and his wife Louise married in 1974, and they have two adult sons, David and Matthew. In his free time, Roy loves to spend time with his two grandkids (David’s daughters), travel, and play golf or pickleball. He and his wife live in Little Rock, Arkansas.

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