Personal Beginnings
Julio Gonzalez, affectionately known as Ricky, began his remarkable journey of financial expertise and client-centric service over two decades ago. Born and raised in San Juan, Puerto Rico, Ricky later moved to Florida to pursue his university education. Graduating with a Bachelor of Art in psychology and finance, these formative years instilled in him a deep sense of community and a passion for helping others. Empathy and a strong work ethic became the cornerstones of his professional life.
The Path to Financial Excellence
In 2001, Ricky ventured into the financial world as a stockbroker and financial advisor with Axa Advisors. Here, he discovered his innate talent for managing investments and providing sound financial advice. Through dedication and perseverance, Ricky transformed this role into an opportunity to serve the retirement community and assist clients in securing their financial futures.
Ricky’s journey was marked by impressive achievements, including growing a portfolio exceeding $450 million in assets under management. This success catapulted him into the ranks of the top producers in the region, earning the respect and trust of clients and peers alike. His commitment to excellence led to membership in the prestigious Million Dollar Round Table (MDRT), a testament to his dedication to delivering exceptional financial solutions.
As a qualified plan specialist, Ricky excelled in setting up diverse retirement plans, including 401(k)s, IRAs, SIMPLE IRAs, and 403(b)s. His clients benefited from his ability to navigate the intricacies of retirement planning with confidence.
Building a Legacy
Driven by his passion for aiding individuals and organizations in achieving financial security, Ricky transitioned to The Assurance Group. There, as an agency sales director, he tirelessly worked to create a boutique Insurance and Investment shop catering to the unique needs of retirees, high net worth individuals, business owners, and doctors.
Under Ricky’s leadership, The Assurance Group has become an industry trailblazer, providing state-of-the-art Investment products, retirement strategies, Medicare options, and asset-based long-term care planning. The company’s offerings extend to comprehensive life Insurance policies for both individuals and businesses.
Ricky’s specialization lies in the utilization of indexed universal life (IUL) insurance policies to establish, maintain, and distribute generational wealth. These policies, enhanced by living benefits, offer qualified clients unmatched financial security and flexibility.
In 1999, Ricky took a pivotal step by launching his own company, PG Financial, where his entrepreneurial spirit soared. His dedication and commitment to financial excellence quickly earned him prominence, particularly among wealthy business owners. His intimate knowledge of the steel manufacturing and wholesale industry, thanks to his father’s ownership of one of Miami’s largest structural steel manufacturers, fueled his success.
Pinnacle Financial Group
In 2018, Ricky’s company underwent a transformative rebranding, emerging as Pinnacle Financial Group. Ricky assumed the role of President and CEO, marking a significant milestone in his career. Under his leadership, Pinnacle Financial Group has grown into a trusted name in the financial industry.
Today, as President and CEO of Pinnacle Financial Group, Ricky continues to provide cutting-edge financial solutions designed to provide solutions and peace of mind. He imparts personalized guidance tailored to each client’s unique needs and goals. With over two decades of experience, Julio (Ricky) Gonzalez, RMIP™, stands as a trusted advisor and financial strategist, helping individuals and businesses achieve their financial aspirations and secure a prosperous future.
Client Feedback
25
YEARS OF EXPERIENCE
1117
CLIENTS ASSISTED
100
SATISFACTION
Our Services
We are a full-service financial and insurance boutique firm that caters to high-net-worth individuals and families, physicians, business owners, and retirees. Our primary focus is on offering personalized insurance and investment solutions to help ensure your financial well-being. We specialize in life insurance, disability insurance, group health plans, Medicare, long-term care insurance, retirement planning, and business services for entrepreneurs and business owners. Here are some of the services we may provide as part of your customized strategy:
Your Planning Journey
At Pinnacle Financial Group, our mission is to help you attain your financial objectives and provide unwavering support as your financial journey unfolds. Together, we can work to build a prosperous future defined by your unique aspirations. Our process commences with a dedicated focus on understanding your individual circumstances. Through meticulous research and in-depth consultations, we gain insight into your financial goals, values, and aspirations. Armed with this knowledge, we deliver tailored financial advice, designed to align with your unique requirements.
Where Financial Success Meets Peace of Mind
Contact Us
Please contact us to get started on your plan toward financial freedom!
2625 Weston Rd. • Weston, Florida 33331
info@pinnacleflorida.com
Phone: (954) 980-8189
Fax: (954) 697-0905
