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Dave Ramsey Smartvestor Pro* & Andres Gutierrez Profesional Recomendado

MBA from Thunderbird School of Global Management & Tecnológico de Monterrey alumni

Affiliated with the DAS Foundation & Society of Saint Vincent de Paul

 

Toastmaster Competent Communicator

 

Passionate about the outdoors, hunting, fishing and food

Will video conference with clients to make it easier

Get to Know Gonzalo

Simply put, Gonzalo de León Plata is here to serve people by empowering them.

Born into a family of teachers, he is a firm believer that education is the greatest gift you can give to someone to improve their quality of life. It is this belief that drives him to share financial information at schools, churches and other nonprofit organizations. Additionally, Gonzalo is trilingual and is a former international business consultant. His work with businesses abroad has allowed him to foster relationships with people from different backgrounds and made him “very comfortable with the uncomfortable.”

When he is not helping clients with their financial goals, he is volunteering at various nonprofits, such as the DAS Foundation and the Society of Saint Vincent de Paul. He plays on his Rugby team, “The Old Boys,” and loves outdoor activities like hunting, fishing and curing meats.

Gonzalo has an MBA from Thunderbird School of Global Management and his Professional Plan Consultant (PPC) designation. Currently, he holds the Series 6 and Series 63 registrations, with LPL Financial and Series 65 registration with Trilogy Capital Inc., as well as Life and Health Insurance License.

Gonzalo De Leon Plata is a qualified Dave Ramsey SmartVestor Pro* for investing and financial planning as well as a Profesional Recomendado for Andres Gutierrez.

*The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.

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Meet Gonzalo’s Team

Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Call Us To Get Started. (844) 356-4934