Jose Hernandez -Gomez CES™ CTS™ CFS® CAS® CIS™
Whether you are saving for retirement or just starting to invest, Jose is here to help you work toward your financial goals.
- Phone(562) 235-1076
- Emailjose@cpisfinancial.org
- Office7857 Florence Avenue, Suite 209 Downey, CA 90240
- LicenseCA License #0I62095
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- CA License #0I62095
- Options from several insurance carriers
We work with carriers like
Meet Jose
We have only one focus: YOU . We'll work with you to provide personalized support every step of the way
How Jose can help
- Investments - Bonds, Common Stock, Educational IRA, Traditional IRA, Roth IRA & more!
- Financial Planning - Retirement Plans, Tax Plans, 401k planning, 403b planning, college plans, estate plans & more!
- Stock Market Investments*
- Insurance
What clients say
“Four years ago, Clara helped me purchase my life insurance and my mother's, and José helped me set up my trust. I am so grateful to both of them for their help in protecting my family and putting my affairs in order.”
Chio H.Google review, October 2026 (translated from Spanish) “It was a pleasure working with Jose and Clara. … I'm so glad that I reached out to them for help. They educated me about life insurance and I'm very grateful.”
Daniel M.Google review, May 2026 “They really take the time to educate and care for their clients, not just sell services. From life insurance and annuities to living trusts and brokerage services, they offer everything in one place and make the process feel simple and trustworthy.”
Vanessa R.Google review, May 2026
How working with Jose works
Reach out
Send the form, call, or book a time on my calendar. Tell me a little about what you want to protect or plan for.
Talk it through
We go over your goals, budget and timeline, and I answer your questions in plain language.
Choose what fits
Compare your options side by side and decide at your own pace.
Questions before we talk
What happens after I send the form?
I'll reach out using the phone number or email you give me to set up a time to talk.
What should I have ready for our first conversation?
Just a rough idea of your goals. If you have current life insurance policies or retirement account statements, keep them handy so we can review them together.
Am I limited to one insurance company?
No. I'm part of the CPIS Financial team, and we can compare options from several insurance carriers to find coverage that fits your needs and budget.
We educate. We plan. We protect.
Ready to talk with Jose?
DISCLAIMER
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state-, or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2025 FMG Suite.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Gomez Financial Group is the marketing name for Gomez Financial and Insurance Solutions, Inc. (GFG). Non-affiliated life and disability insurance, annuities, & life insurance with long-term care benefits are offered through Gomez Financial and Insurance Solutions, Inc. Jose Hernandez-Gomez, CFS®, CAS®, CTS™, CES™, is an Insurance Agent of Gomez Financial and Insurance Solutions, Inc. Gomez Financial and Insurance Solutions, Inc. is a financial services company that specializes in asset protection and retirement income products and services. Jose Hernandez-Gomez is the principal owner of Gomez Financial and Insurance Solutions, Inc. Gomez Financial and Insurance Solutions, Inc. and its appointed Investment Advisor Representatives only offer insurance products and services in states where licensed to do so.
Investment advisory services are offered through First Advisors National, LLC (“FAN Advisors”). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). The Investment Advisor Representatives of Gomez Financial and Insurance Solutions, Inc. are appointed with FAN Advisors and they are registered to only offer specific advisory services through FAN Advisors. FAN Advisors does not offer insurance services. The FAN Advisors written disclosure document is available upon request; please review it for details regarding advisory services. FAN Advisors and Gomez Financial and Insurance Solutions, Inc. are independently owned and operated. Medicare Beneficiaries: We do not offer every plan available in your area. Currently, we represent most organizations which offer many products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options. CA License #0I62095 CA License #21120205
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