Joaquin E. Gonzalez
Officer
Senior Wealth Advisor

Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Joaquin E. Gonzalez

As a Senior Wealth Advisor for Citi Personal Wealth Management, Joaquin “Jack” Gonzalez is an experienced professional who provides financial advice and manages investment portfolios for affluent and high-net-worth clients. As an advisor, Jack works with a dedicated wealth team, including Wealth Relationship Managers, Portfolio Consultants and other specialists, to develop personalized strategies and access a broad range of Citi's products and services to help clients meet their financial goals. Key responsibilities include client acquisition, relationship management, financial planning, investment recommendations, insurance and retirement solutions.

Leveraging 16 years of experience with affluent and high-net-worth clients from managing their banking relationship to constructing solutions like tailored portfolios that align with their family’s financial goals.

Before becoming a Financial Advisor at Citi, Jack worked at Citi as a Wealth Relationship Manager and at J.P. Morgan Chase as a Chase Private Client Associate where he was very successful in building relationships and trust with his clients.

Fluent in Spanish, Jack has a B.A. in Finance from Florida International University, holds Series 7 and 66, as well as Life & Variable Annuity and Heath licenses.

He lives in Miami, FL with his wife and two sons.