Ricardo Gutierrez is an experienced professional in the financial services and real estate industries, currently serving as a Broker/Partner at Excellence Financial and Insurance Services and a Branch Manager at iCore Lending, Inc. Since July 2019, Ricardo has been the Office Manager, Broker, and Owner of Excellence Real Estate, focusing on office growth and supporting real estate agents. In addition, Ricardo works as a Financial Strategist at The Financial Architects LLC, assisting families with wealth building through personalized financial planning. Prior roles include management positions at various lending companies, where responsibilities involved establishing partnerships, training loan officers, and encouraging productivity to promote homeownership. Ricardo's multifaceted expertise encompasses estate planning, income protection, and retirement planning, alongside a strong background in real estate transactions and financial education.
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