Guillermo Willie Bermudez is a Retirement Plan Consultant at Bermudez Financial Wellness. He specializes in 401(k) fee analysis, fiduciary reviews, and plan benchmarking to help business owners and CFOs reduce plan costs and liability. He holds Series 6 and 63 certifications.
Outside of his financial practice, Guillermo serves his community as a Reserve Police Officer with the Fontana Police Department. He is a proud father, a self-described "Follower of Jesus, " and is involved in organizing community events like firearms safety classes.
He has a unique dual career, serving as both a financial advisor and a law enforcement officer, including past experience as a Tactical Flight Officer.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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