As an LPL Financial Consultant for the Laredo and Zapata area, Luis O. Gonzalez believes that the foundation of a solid financial plan is recognizing that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
With over 17 years of experience in the financial service industry, he had served as a Credit Analyst and Personal Banker with IBC Bank before joining LPL Financial in 2002 as a Sales Assistant. In these positions, he managed portfolios consisting of personal and business checking accounts, investments, personal and commercial loans. He believes that previous banking experience was an ideal foundation for his current position as a Financial Consultant.
Earning his Life and Health Insurance License from the State of Texas in 2006 and his FINRA Series 7 and Series 63 registrations with LPL Financial in 2015, he is prepared to assist domestic as well as foreign clients work toward their financial goal.
Luis is an active member of his community where he is involved with organizations such as United Way and the St. Patrick's Church Youth Soccer League.