Mina Gomez, Financial Advisor

FINANCIAL ADVISOR
Mina Gomez

CEPA®
111 S Mission, Wenatchee, WA 98801opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Outdoor Enthusiast
  • History and Museums
  • Traveling

Team Members

  • Lorena Urrutia
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 02:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(509) 665-9909

Fax

(800) 509-0668

Office Address

111 S Mission
Wenatchee, WA 98801opens in a new window

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