Who We Are
The Gonzalez Group offers over 35 years of combined experience in financial strategies and investments. Being fluent in Portuguese and Spanish has broadened our exposure to investors from South America and the U.S. We use a holistic approach to optimize every aspect of an investor’s financial plan and understand how those pieces work together to help them reach their goals. Our team’s insight and experience, paired with the resources available at Oppenheimer & Co. Inc. allow us to guide you through life’s challenges, no matter what they are or in what stage of life they occur. Exceptional client service and prudent investment advice is our commitment to you.
DIEGO FERNANDO GONZALEZ
Diego Gonzalez began his investment career in 1984. Prior to joining Oppenheimer & Co. in 2008, he served as VP of Investments for JP Morgan Chase & UBS. He focuses on advising clients of the benefits of diversification. He works directly with CPA’s and estate attorneys to address clients’ goals to plan for generational wealth. This holistic, goal based approach is essential for building a client- advisor relationship in which he acts as a true fiduciary.
CRISTINA M GONZALEZ
Cristina Gonzalez grew up with her father always talking about investments and the importance of saving. She thoughtfully strategizes which investment vehicles are most suitable for her client and focuses on growing and protecting the assets of domestic and international investors. She brings contemporary perspectives of her generation to the table, for the benefit of everyone.
She was born and raised in Miami. She graduated from Florida International University with a Bachelor’s degree in Psychology and worked with children with disabilities. In Cristina’s free time, she practices jujitsu and enjoys traveling.
SANDRA C LOPES
Sandra has been working with Diego since 2012 when she joined Oppenheimer. Her experience in administration and her multilingual skills lead her to effectively support the day-to-day operations and compliance, and provide first class service to the clientele. She was born in Brazil where she earned her degree in Physical Education from Universidade Federal do Rio de Janeiro. In her free time she enjoys gardening and spending time with family.