Guillermo Willie Bermudez

Initiator
DISC Type : Di

Reserve Police Officer at Fontana Police Department

Redlands, California, United States

Overview

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.

Personality Overview

Impact-Oriented

Friendly Challenger

Risk-Accepting

They don’t mind taking a stand if they believe in something.  They measure a product on its merit but can be influenced by strong testimonials. They usually prefer to drive the conversation.

Topics They Care About

Retirement Plan Optimization
Helps business owners and CFOs review their 401(k) and retirement plans to ensure they are competitive, efficient, and reduce fiduciary liability.
Community Policing
Has a long-standing parallel career in law enforcement, currently serving as a Reserve Police Officer and previously as a Tactical Flight Officer and Narcotics Investigator.
Client Education
Emphasizes ensuring his clients fully understand his financial recommendations and the steps they need to take to achieve their goals.

Media Appearances

Guillermo has no verified media appearances

Work History

1-2026
Reserve Police Officer at Fontana Police Department
6-2023 - 1-2024
Law Enforcement Expert and Contributor at iCrime
3-2023
Financial Wellness Expert at Self-employed
2-2023
Financial Advisor at Bermudez Financial Wellness
8-2022
Tactical Flight Officer at Fontana Police Department

Education

7-2003 - 12-2003
Education details unavailable from Riverside City College
9-2001 - 5-2023
Education details unavailable from San Bernardino Valley College

More Information

Social Presence :

Prographics :

Exp : 8 Location : Redlands, California, United States Job Level : N/A Designation : Reserve Police Officer at Fontana Police Department
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Insights For Selling To Guillermo Willie

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Refer to testimonials from well known people to highlight the value of your product
  • Acknowledge their status and position during the conversation

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Guillermo Willie is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Guillermo Willie

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Guillermo Willie move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Guillermo Willie take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Guillermo Willie

Personality Compatibility


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