Olivio Gomez MBA

Olivio serves as Vice-President of Clarity Capital Partners. He holds the Series 66 registration and is an investment advisor representative with the firm. He is also a registered representative (Series 7) with Purshe Kaplan Sterling Investments.

As a dedicated Wealth Management professional, Olivio specializes in guiding high-net-worth individuals, families, and business owners through the complexities of wealth preservation, growth, and legacy planning. With a strategic, relationship-driven approach, Olivio helps clients align their financial goals with their life ambitions—whether that means scaling a business, planning for succession, or creating a lasting impact through philanthropy.

His expertise spans:

• Comprehensive Wealth Planning – Tailored strategies for asset allocation, tax efficiency, and risk management.
• Business Owner Solutions – Exit strategies, liquidity planning, and succession planning.
• Legacy & Estate Planning – Ensuring your wealth serves generations to come.
  Olivio believe wealth is more than numbers—it’s about creating freedom, security, and opportunities for what matters most. His mission is to simplify complexity and deliver clarity, confidence, and peace of mind.

Originally from San Francisco, Olivio currently reside in Orange County’s picturesque Ladera Ranch community with his wife Monica and daughter Emma. During his free time, Olivio enjoys spending time with his family, attending classic car shows and spending weekends at the beach. He is also an avid fan of college football, making periodic road trips to Memorial Stadium at UC Berkeley to watch his beloved Golden Bears.