From surviving to thriving: your first-gen path to building wealth with purpose.

We help first-gen wealth builders build a strong financial foundation to gain clarity and control, and start using money as a tool to live life by design.

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As seen in:

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How we help:

At Primeros Financial, financial literacy is at the forefront of everything we do. We don’t just make financial recommendations, we explain why they matter, so you feel confident navigating the financial system.

As first-gen wealth builders, many of our clients come to us feeling overwhelmed or unsure where to start. We create a welcoming, judgment-free space where you’re supported with compassion, accountability, and guidance aligned with your values.

Because financial conversations don’t have to be boring , we make them engaging, empowering, and easy to understand.

Below are some examples of reasons why clients decided to partner with us:

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Generational Care

I’m caring for my parents and my children; how do I find balance while also prioritizing other goals.

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Student Loans

My student loans keep me up at night and are diverting from what I truly want to save for.

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Planning for Travel & Cultural Experience

I love to travel and explore new cultures. How can I save intentionally for meaningful trips without falling behind?

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Buying a Home

We’d like to buy a home but it seems out of reach. What can we afford and how should we save for this?

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Investing

I know that I need to invest for my future but have no understanding of how this works.

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Maximizing Your Lifestyle

I have money left over at the end of the month, but feel guilty about treating myself. What should I do?

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Small Business Owners

I started my business out of passion, now I need guidance on the financial side.

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Starting a family!

We’re growing our family and want to be well-prepared, especially with saving for college.

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Spending Plan

I’m overspending and struggling to control my expenses. I need guidance to get back on track.

Case studies you might relate to
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Who we serve:

"Primeros" is Spanish for "First." We assist all Primeros who are ready to take control of their finances but need guidance, with a focus in these areas:

  • First-Gen Wealth Builders

  • Passion-Driven Professionals

  • Entrepreneurs

  • Young Professionals

What Make Us Different

Culturally Relevant Guidance

We understand what it’s like to be a first, the pressure, the motivation, the fears, and being the first to face new obstacles. That’s why we build plans that honor your journey while helping you move forward with confidence.

Judgment-Free Space:

Talking about money isn’t always easy. That’s why we make sure our conversations are open, supportive, and free of judgment.

Life by Design

It’s not just about building wealth, it’s about aligning it with your values so you can create a life that feels fulfilling.

Financial Literacy

We break things down so you know not just what to do, but why it matters. That way, you’re not only building generational wealth, you’re also passing down generational knowledge.

Fiduciary Commitment

We have a fiduciary duty to put your interests above anyone else’s, not just because it’s required, but because it’s the right thing to do.

Holistic Planning

Money touches every part of your life, not just investments. From cash flow and taxes to career moves and family goals, we look at the full picture together.

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Uziel Gomez, CFP®, AFC®

For Primeros by a Primero

Primeros is a virtual fee-only financial planning firm based in Los Angeles, serving client nationwide. We put our clients' interests first, not just as fiduciaries, but because it's the right thing to do

Founded by Uziel, a Primero who is the first in his family to graduate college and break barriers, our mission is to make real financial planning accessible to Primeros who are typically underserved.

Learn more about Uziel

Let’s Chat!

There is no cost for the first meeting. Let’s have a conversation to see if we’re a good match!

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