Gus establishes trust and loyalty with his clients by building comfortable and genuine relationships. He want his clients to feel confident about their ability to reach their goals. “I try to put myself in their shoes so I can advise them by not only using financial statistics or rules of thumb, but give them advice that is customized in accordance with their personal feelings and situation,” Gus said.
He is a Certified Financial Planner™ professional who holds the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He also holds the professional designations of Chartered Financial Consultant® and Accredited Investment Fiduciary.
Gus has over 22 years of financial industry experience and has been an independent practitioner for 18 of those years. As a result, he has a lot of hands-on experience with navigating all types of market conditions, including the volatile markets he guided his clients through: the tech bubble in 1999-2002, the Great Recession in 2007-2009 and the COVID-19 pandemic in 2020.
“I am well aware that no one knows what will happen next. I don’t try to be a prognosticator of financial markets,” said Gus. “I do not invest clients’ money in cookie-cutter portfolios. I have a sell discipline designed to help preserve wealth and be ready to take advantage of potentially better prices to invest.”
Gus focuses on providing personalized advice, insightful strategies and proactive planning by considering the total view of his clients’ lives. He is also dedicated to helping other advisors on his team by offering logistical portfolio management and marketing support.
Before establishing Total View Advisors in 2020, Gus was a private wealth advisor at Ameriprise Financial. He earned a bachelor’s degree in finance from Florida International University.
Active in the community, Gus is co-founder of L.I.V.E. (Lead Innovate Volunteer Empower), a board member of CARE Elementary, a member of the University of Miami Citizens Board, and a member of the Professional Advisor Network for The Miami Foundation.
Gus was born and raised in Miami, and lives here today with his wife, Raquel – who also works at the firm. They have three children, Gaby, Gus and Dani. In his free time, Gus enjoys playing golf and organizing golf outings for friends and charity.