Gloria joined the Los Angeles office of LourdMurray in 2024. As Wealth Manager, Gloria is responsible for creating and running financial plans, analyzing investments, supporting the Senior Wealth Managers with all presentation and operational needs, and identifying planning opportunities and obstructions.
Her financial services career began as an intern at Union Bank in 2017 and Kayne Anderson in 2018. In 2020 she joined Mana Financial Life Design where she worked as an Investment Operation Specialist. She handled all the operations and money movement related tasks as well as helped prepare for various client meetings. In 2022 she switched roles into an Associate Wealth Advisor at Stratos Private Wealth in San Diego, CA. She assisted high net worth families with day-to-day client requests and led the financial plans.
Gloria holds the CERTIFIED FINANCIAL PLANNER® certification and earned a double bachelor’s degree from UCLA in Applied Mathematics and Spanish Community and Culture. Outside of the office, Gloria enjoys going to the movies, dancing salsa, and taking road trips with her husband and dog.
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