Tony Gomez

Critic
DISC Type : C

Founder & Wealth Management Advisor at AMG Wealth Management

Melville, New York, United States

Overview

Tony Gomez is the Founder and CEO of AMG Wealth Management, a CERTIFIED FINANCIAL PLANNER™ holding six advanced professional designations. A graduate of Hofstra University with a Master of Science, he focuses on creating tailored financial solutions for his clients. Colleagues describe him as passionate, knowledgeable, intelligent, and a leader in his field.



He holds six advanced designations, including CFP®, AEP®, RICP®, CLU®, ChFC®, and CAP®, showcasing deep expertise across financial planning.

Personality Overview

ROI Driven

Objective Thinker

Precise

They don’t appreciate bells and whistles unless backed by data.  They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Holistic Financial Planning
As a CFP® professional, he focuses on creating comprehensive financial plans catered to an individual's specific style and goals.
Retirement Savings
He actively posts about the importance of 401(k)s and helps clients build robust and effective long-term retirement savings strategies.
Strategic Investing
He shares insights on navigating market volatility and is passionate about helping the next generation of investors get started on the right foot.

Media Appearances

Tony has no verified media appearances

Work History

7-2014
Founder & Wealth Management Advisor at AMG Wealth Management
7-2014
CERTIFIED FINANCIAL PLANNER™ Professional at Northwestern Mutual
2-2013 - 7-2014
Tax Planning Advisor at Freedom Advisors Tax & Financial Planning

Education

2011 - 2013
Masters of Science (M.S.F.) from Hofstra University
Financial Planning and Services from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 12 Location : Melville, New York, United States Job Level : Leadership Designation : Founder & Wealth Management Advisor at AMG Wealth Management
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Insights For Selling To Tony

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tony is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Tony

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Tony move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Tony take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Tony

Personality Compatibility


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