Victoria (Tori) Gutierrez named to InvestmentNews Top 40 Under 4006/02/2022

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Victoria (Tori) Gutierrez named to InvestmentNews Top 40 Under 40

 

Victoria (Tori) Gutierrez (she/her), Wealth Manager, Investment Adviser Representative with Cetera Investors, has been named a member of the 2022 class of 40 Under 40 by InvestmentNews, the trusted resource for financial advisers. This year’s slate of 40 dynamic honorees under age 40 were selected from a pool of approximately 600 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Winners were chosen based on their level of accomplishment, contribution to the financial advice industry, leadership and promise for the future.

An advocate for financial literacy, Tori proudly serves teachers, helping them achieve their version of financial wellbeing. To do so, she incorporates Advice Pay – Cetera’s fee-for-service business model – into her practice. She feels teachers want and deserve financial advice, yet often lack access to expert advice. While their salaries are not those of surgeons or bankers, their contribution to children and future generations is immeasurable. Tori is also committed to providing affordable financial planning to Millennials and Gen Zs who are still in wealth-building mode.

Tori, 31, is a luminary within the financial profession and Cetera is honored to support her practice. Her team guided clients through the global pandemic and despite the challenges, remarkably grew their gross dealer concession by 37.88% and advisory assets under advisement by 19% in 2021. She did all of this while moving her thriving practice to a completely virtual modality. In addition, she hosted 21 personal finance webinars and launched a YouTube series "Teacher Talk with Tori," to educate clients about financial wellness. Aside from her amazing work helping people be more financially healthy, Tori teaches 5 yoga classes a week, helping them be physically healthy as well.  

LeAnn Rummel, President of Cetera Investment Services, said, “We are ecstatic to learn that Tori has been recognized as an InvestmentNews 40 Under 40 business leader. The impact she has made has been remarkable, yet we believe she is just getting started. Tori is an advocate for her generation and is always looking for ways to pioneer within the financial services field and her community. I am so proud of Tori and am confident she will continue to shine bright.”

Honorees of InvestmentNews 40 under 40 Winners will be featured in the June 6, 2022, issue of InvestmentNews and online at the same time. InvestmentNews Under 40 list is an annual award. Each award recipient is nominated, vetted by the business journal, and independently determined by their selection committee. Finalists and award recipients do not pay a fee for placement on the list.

Investment News 40 Under 40 project aims to reveal the potential in the financial advice industry by finding often unrecognized young talent doing remarkable things. The winners were chosen from a pool of almost 1,000 nominees by a panel of reporters, editors, and other representatives of Investment News, to make a list of 40 talented individuals. Nominations are accepted for professionals from all sides of the financial advisory industry, including registered investment advisers, registered representatives, financial planners, brokers, insurance agents, certified public accountants, bank trust officers, firm executives and those working for industry organizations. Investment News determines nominees' eligibility for the 40 Under 40 list based on the following criteria: accomplishment to date, contribution to the industry, leadership and promise. No fees are paid, participation is free. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. 

 

About Cetera Financial Group®

 

Cetera Financial Group (Cetera) is a leading financial services firm whose purpose is to enable the delivery of best-in-class financial advice to as many Americans as possible. Cetera empowers its financial professional communities to help clients achieve their version of financial wellbeing through the Advice-Centric Experience®. Cetera proudly serves independent financial professionals, tax professionals, banks and credit unions in providing wide-ranging financial planning and wealth management services.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA/SIPC. Located at: 655 W. Broadway, 11th Floor, San Diego, CA  92101

 

Tori Gutierrez

Victoria (Tori) Gutierrez, Financial Advisor

605 E. Huntington Drive, Suite 203

Monrovia, CA 91016

626-408-1333

 

Cetera Investors is a marketing name of Cetera Investment Services.  Securities and insurance offered through Cetera Investment Services LLC, member FINRA/SIPC.  Advisory services offered through Cetera Investment Advisers LLC.


About Cetera Financial Group®

Cetera Financial Group (Cetera) is a leading financial services firm whose purpose is to enable the delivery of best-in-class financial advice to as many Americans as possible. Cetera empowers its financial professional communities to help clients achieve their version of financial wellbeing through the Advice-Centric Experience®. Cetera proudly serves independent financial professionals, tax professionals, banks and credit unions in providing wide-ranging financial planning and wealth management services.

Cetera oversees approximately $353 billion in assets under administration and $122 billion in assets under management, as of December 31, 2021.

Visit www.cetera.com, and follow Cetera on LinkedIn, Twitter and Facebook.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA/SIPC. Located at: 655 W. Broadway, 11th Floor, San Diego, CA 92101.

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