A clear course from classroom to retirement.

Your pension is powerful. We help you connect it with your savings, benefits, taxes, and goals—so every decision has a purpose.

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Plans built around your pension

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Advice-only

Fiduciary guidance with no product commissions. Your interests first.

California educator expertise

We understand your pension, benefits, and the path to a confident retirement.

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A plan built around you

Strategic, personalized planning that fits your life and your goals.

Who we help

Your financial life is different.
Your advice should be, too.

California teachers and public servants have retirement systems that generic calculators rarely capture. We bring CalSTRS, CalPERS, 403(b)s, 457(b)s, Social Security, insurance, and real-life goals into one clear picture.

CalSTRSCalPERS403(b)457(b)Retirement transitions

Ways to work together

Clear advice. Transparent scope.

Choose focused help for one decision or a complete retirement roadmap. Every engagement starts with understanding what you actually need.

Financial Check-Up

A focused review for a specific question, account decision, or course correction.

Focused guidance

Retirement Blueprint

Coordinate your pension, savings, cash flow, taxes, and retirement timing into one actionable plan.

A connected strategy

Comprehensive Planning

Full-picture planning for complex decisions, transitions, and long-term goals.

Your complete course

Advice-only means you pay for planning—not products, commissions, or an asset minimum.

Our approach

A plan you can understand—and use.

01
Find your bearing
We listen first: where you are, what matters, and what feels uncertain.
02
Chart the course
We turn pensions, accounts, taxes, and goals into coordinated recommendations.
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Move with confidence
You leave with priorities, next steps, and decisions explained in plain language.

About Gomez Financial Planning

Teacher’s clarity.
Advisor’s discipline.

Founded by Victoria Gomez, a California educator and registered investment adviser, the firm was built for people whose retirement story begins with public service.

We believe good planning should teach, not intimidate. You should know what you own, why it belongs in your plan, and what to do next.

California Registered Investment Adviser · Series 65 · Advice-only fiduciary

Your next chapter

Ready for a clearer course?

Let’s talk about where you are, what you want retirement to look like, and whether we’re the right fit to plan it together.

Schedule a conversation ↗