Carl Gomez
Carl Gomez
Financial Advisor
(309) 633-7526
900 W Lake Ave
Peoria, IL 61614
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My Background

Helping you reach your financial goals is my number one objective. Working together, I will help you make sound financial decisions consistent with your comfort level, investment timeline, and goals. We can evaluate and build upon an existing plan or we can start small and grow. The result will be a strategy designed to help you build, protect, use, and transfer assets in the most advantageous way. Periodically, we will review your progress and make adjustments as needed. It just makes sense -- as your life changes, so do your financial needs, and I will be here for you at every stage of your life.   

As a trusted partner of CEFCU, I look forward to working with our credit union members, their family, and their friends. I have access to a wide variety of investment and insurance products. Specifically, I can make sure you have solid answers to these key questions:   ·         
  • Is your retirement money invested properly? ·         
  • Will you have enough income in retirement? ·         
  • What should you do with an existing retirement plan from a previous employer? ·         
  • How will you pay for a child’s or grandchild’s education? ·         
  • Financially, what would happen to your family if you died? ·         
  • How will you pay for long-term care?    

Managing a portfolio is more important to an overall strategy than a one-size-fits-all approach to just products. With many years of consultative experience, I focus on providing the right solution for the circumstances presented.  In addition to being FINRA registered to sell securities, I hold a State of Illinois license for Life & Health insurance.  

I have been with CEFCU for more than 5 years; this means I have the relationships and resources of a well-rounded team to assist me in assisting you.   

 Professional Services ·         
  • Insurance Planning ·         
  • 401(k) Planning ·         
  • Retirement Planning ·         
  • Education Funding

Professional Services
  • 401(k) Planning
  • Retirement Planning
  • Investment Management
  • Education Funding
  • Insurance Planning