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Luis Gonzalez Email & Phone Number
Client Services Associate
at
Sophronia Wealth Advisors
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Services Associate
Location
Los Angeles, California, United States
Company size
Who is Luis Gonzalez? Overview
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Quick answer
Luis Gonzalez is listed as Client Services Associate at Sophronia Wealth Advisors, a with 1 employees, based in Los Angeles, California, United States. AeroLeads shows a matched LinkedIn profile for Luis Gonzalez.
Luis Gonzalez previously worked as Paraplanner at Peak Financial Planning and Personal Shopper at Instacart. Luis Gonzalez studied at California State University, Northridge.
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Email format at Sophronia Wealth Advisors
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Sophronia Wealth Advisors
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Profile bio
About Luis Gonzalez
As a finance professional and CFP® candidate, I am passionate about helping individuals and families achieve their financial goals. With over a decade of experience in leadership, financial management, and business development, I am now focused on transitioning into the financial planning industry, where I can leverage my expertise to make a meaningful impact on clients’ financial futures.Throughout my career, I have demonstrated a strong aptitude for financial analysis, strategic planning, and client relationship management. My background includes roles in executive leadership, where I excelled in optimizing operations, and driving business growth. These experiences have equipped me with a deep understanding of financial systems and a commitment to delivering client-centered solutions.Currently, I am preparing for the CFP® exam to further enhance my qualifications in the financial planning field. I have also gained hands-on experience through my participation in the Amplified Learning Externship Program and volunteer work with the Financial Planning Association of Los Angeles (FPALA), where I have developed my skills in retirement planning, estate planning, and financial software applications.My goal is to join a Registered Investment Advisor (RIA) firm as a paraplanner or financial advisor, where I can contribute my knowledge and experience to help clients navigate their financial journeys with confidence. I am dedicated to ongoing professional development and am committed to building long-term relationships based on trust, integrity, and results.I welcome opportunities to connect with professionals in the financial planning community and explore how I can contribute to the success of an RIA firm. Feel free to reach out to me through this profile.
Current workplace
Luis Gonzalez's current company
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Sophronia Wealth Advisors
Employees
1
AeroLeads page
6 roles
Luis Gonzalez work experience
A career timeline built from the work history available for this profile.
Paraplanner
Personal Shopper
• Provide exceptional customer service by accurately fulfilling grocery orders, ensuring client satisfaction.• Utilize attention to detail and problem-solving skills to resolve order discrepancies and ensure accuracy.• Demonstrate financial responsibility by handling payments, ensuring transaction accuracy, and maintaining records of daily activities.
Executive Assistant
Maniel Group, Sapi De Cv
• Managed executive scheduling, expense tracking, and client communications, ensuring smooth project operations and strong client relationships.• Supported project development by assisting in the preparation of project proposals, contracts, and aligning financial objectives and project timelines.• Tracked project milestones and maintained documentation to enable data-driven planning.
Apr 2020 - Jul 2022
Assistant Director Of Operations
Archdiocese Of Los Angeles
• Documented and managed financial records for hundreds of parishioners, ensuring accuracy and confidentiality.• Collaborated with leadership on financial goals and strategies, leading to the achievement of targeted outcomes.
Feb 2015 - Apr 2020
Store Manager
Radioshack
• Led customer service and sales training programs to increase sales, units per transaction, transaction size, and profitability.• Accountable for increasing sales, units per transaction, transactions size and high levels of profitability in the store through adequate training, staffing, scheduling practices, and customer service.• Redesigned store layouts and monitored inventory to optimize sales and customer experience.• Managed full-cycle onboarding of employees from interviewing, extending offers, and obtaining the proper paperwork.
May 2010 - Jan 2015
1 education record
Luis Gonzalez education
FAQ
Frequently asked questions about Luis Gonzalez
Quick answers generated from the profile data available on this page.
What company does Luis Gonzalez work for?
Luis Gonzalez works for Sophronia Wealth Advisors.
What is Luis Gonzalez's role at Sophronia Wealth Advisors?
Luis Gonzalez is listed as Client Services Associate at Sophronia Wealth Advisors.
Where is Luis Gonzalez based?
Luis Gonzalez is based in Los Angeles, California, United States while working with Sophronia Wealth Advisors.
What companies has Luis Gonzalez worked for?
Luis Gonzalez has worked for Sophronia Wealth Advisors, Peak Financial Planning, Instacart, Maniel Group, Sapi De Cv, and Archdiocese Of Los Angeles.
How can I contact Luis Gonzalez?
You can use AeroLeads to view verified contact signals for Luis Gonzalez at Sophronia Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Luis Gonzalez attend?
Luis Gonzalez studied at California State University, Northridge.
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