Creating Financial Freedom: Breaking Barriers as a First-Generation Wealth Builder (Episode 33)
In this episode of #CreditChatLive, we welcome Uziel Gomez, CFP®, AFC®, founder of Primeros Financial, a firm dedicated to empowering first-generation wealth builders to take control of their finances and build wealth intentionally. Uziel shares his personal journey as a first-generation college graduate and financial professional, explaining how navigating financial systems without a blueprint inspired him to help others facing similar challenges.
Uziel discusses the unique barriers first-generation wealth builders can encounter, including limited access to financial knowledge and the responsibility of supporting family members while pursuing their own financial goals. He emphasizes the importance of understanding where your money is going, balancing today’s priorities with your future and creating a financial plan that reflects your personal values rather than traditional definitions of success.
The conversation also explores family, culture and the complexities of building wealth while staying connected to your roots. Uziel shares guidance on navigating financial responsibilities to parents and loved ones, understanding the trade-offs of those decisions and having intentional conversations about money and shared goals.
Join us as Uziel Gomez shares practical strategies for turning financial complexity into clarity and creating a financial future on your own terms. Whether you’re building wealth for the first time or looking to create a stronger foundation for future generations, this episode offers valuable insights to help you make informed, intentional financial decisions.
You can subscribe to the #CreditChat Live podcast on Spotify, Apple Podcasts, Amazon Audible, iHeart Radio, Google Play, Deezer, and YouTube.
#CreditChat Live is a podcast series hosted by Experian, featuring expert insights on a variety of financial topics, from credit scores to debt management. Join us in our evolution from the decade-long #CreditChat on X, hosted every Wednesday at 3 p.m. ET. Follow @Experian on X and @ExperianNews on Facebook & TikTok for updates!
Check out the full video episode with Spanish subtitles here!
About Uziel Gomez
Uziel Gomez is the Founder of Primeros Financial. Primeros is dedicated to empowering first-generation wealth builders to take control of their finances and use money as a tool to live life by design — intentionally and aligned with their values. Uziel specializes in First Gen Wealth Building Strategies, helping individuals and families turn financial complexity into clarity and long-term opportunity.
He holds a Bachelor of Science in Financial Planning from Cal State Northridge and is both a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Financial Counselor. He serves on the CNBC Financial Advisor Council and was named one of Financial Advisor Magazine’s “10 Young Advisors to Watch” in 2024. Uziel also serves as president on the Board of Directors for the Financial Planning Association of Los Angeles.