Broker Check


Adrian Gomez

Adrian Gomez

Financial Advisor

(949) 393-0229

Gomez_Adrian@NLgroupmail.com


With a deep-rooted passion for helping people build the lives they envision, Adrian is dedicated to guiding clients through important financial decisions, complex situations, and major life events.

Whether you’re navigating investments, preparing for retirement, or planning the legacy you want to leave behind, Adrian provides thoughtful advice and personalized support every step of the way. As a Financial Advisor, he combines comprehensive knowledge with a genuine commitment to each client’s success and takes pride in making financial conversations—often seen as overwhelming or confusing—clear, simple, and even enjoyable.

Adrian believes that building a fulfilling financial future is about more than just numbers and alliteration —it’s about using the money you earn to build the life you truly want to live.

Outside of work, Adrian enjoys spending time with his wife, traveling, performing comedy as part of a local improv troupe and making people roll their eyes with corny jokes. He and his wife are also avid hikers and have summited Mt. Whitney, the tallest mountain in the contiguous US, and visited Havasupai Falls at the bottom of the Grand Canyon. They also walk their dog around their neighborhood on a regular basis but people tend to be less impressed by that accomplishment. 

Adrian Gomez is an Investment Adviser Representative of Equity Services, Inc.

Adrian Gomez is insurance licensed in the following states: California, Arizona, and Nevada.

California Insurance License# 4180880

Client Testimonials

“Working with Adrian Gomez has been a pleasure. His expertise in annuities is unmatched, and he took the time to understand my goals, explaining complex details clearly and patiently. I appreciate his transparency, professionalism, and genuine commitment to helping me make the best decisions for my future. Thanks to Adrian, I feel confident about my retirement strategy. I highly recommend his services to anyone seeking knowledgeable, trustworthy financial guidance.”

-Hilde Gross, Family Coach 

The client statement in this communication may not be representative of the experience of their clients and are no guarantee of future performance or success. TC7649337(0225)3
“Working with Adrian has been a great financial decision. His expertise, attention to detail, and genuine care for our financial well-being have been truly outstanding. He took the time to understand our goals, explain complex financial strategies in a way that made sense, and create a personalized plan. Adrian is dedicated to his clients. He is available to answer our questions, provide thoughtful advice, and adapt our financial plan as our needs evolve. Whether it’s retirement planning, investment strategies, or simply making sure we’re on track, we trust that Adrian has our best interests in mind. Thanks to his guidance, we feel more financially secure and optimistic about achieving our long-term goals.”

-Kassy Najm, Property Management Company Owner 

The client statement in this communication may not be representative of the experience of their clients and are no guarantee of future performance or success. TC7649337(0225)3
“Adrian is awesome! He is easy to talk to and explains everything in a way that’s relatable and easy to understand. I feel totally confident about my financial future with Adrian there to guide me.”

-Gil Contreras, Guest Experience Manager 

This client’s testimonial may not be representative of the experience of other clients and is no guarantee of future performance or success. Investing involves risk, including the potential for loss of principal. Past performance does not guarantee future performance. TC7592922(0225)3
“Adrian Gomez has been helping me with all my financial planning and really breaking down the whats and hows, making me feel very confident in the planning we have chosen.”

-Dino Currano, Bell Service 

This client’s testimonial may not be representative of the experience of other clients and is no guarantee of future performance or success. Investing involves risk, including the potential for loss of principal. Past performance does not guarantee future performance. TC7592922(0225)3
“I, like most adults, like to think I know what I’m talking about when it comes to money. Meanwhile the reality of the situation is that I know next to nothing. I think this way because I was brought up not to talk about money, religion or politics. Therefore I never really talked about finances. Adrian has made me comfortable with talking about money. Not only that but he has me thinking about more than just tomorrow. He got me on the path of saving money, developing my 401k, and he makes sure I feel comfortable with every step. I got into an accident awhile back that totaled my car. From the accident I received a settlement and Adrian was the first person I called. I knew he would help me be smart about how to use my money. I don’t know what the next person’s plans are for the future but if they don’t know either, have them talk to Adrian. He will help them feel at ease stepping into the unknown, they may even end up learning something.”

-Robert Don Mower, Saucier 

This client’s testimonial may not be representative of the experience of other clients and is no guarantee of future performance or success. Investing involves risk, including the potential for loss of principal. Past performance does not guarantee future performance. TC7592922(0225)3
“I started working with Adrian Gomez two years ago. As a fresh college graduate, starting my career in a new city, I had little to no knowledge on how to handle being financially independent, start saving for my future or handling finances in general. I was hesitant to work with any financial advisor because of this lack of knowledge and thought I would be treated differently because of this; however, after my first meeting with Adrian I was proven entirely wrong. He treated me like any other of his clients, took the time to walk me through the financial world and explain to me what everything was! Adrian took the time to get to know me, who I was as a person, what both my professional and personal goals were and how we as a team could work together to achieve them. I feel safe going to Adrian for any questions I may have and know that he will find the time in his schedule to sit down and talk with me. Adrian has been a breath of fresh air as a new person coming into the financial world, and I know he is looking out for my future success!”

-Emily Turecek 

The client statements in this communication may not be representative of the experience of other clients and are no guarantee of future performance or success. TC7864943(0425)3
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