
Cyndi GutierrezCyndi GutierrezClient Associate
About Cyndi
Cyndi Gutierrez is a Client Associate at J.P. Morgan Wealth Management.
"Hands on and ears open"—Cyndi serves clients with the warmth and care she would extend to a good friend or family member. She wears many hats—handling transactions, account administration, wire transfers, and helping onboard new clients, introducing them to the firm's time-saving technology.
Cyndi is proud to address clients' needs in timely and accurate fashion. Recognizing clients' voices when they call and their last conversation, she takes pride in the close relationships she cultivates with clients. She finds conversations with clients to be inspiring and educational—hearing about their successes and struggles. Cyndi's tireless work ethic and commitment to detail are integral to the group's success and the satisfaction of each client. Each day, she works hard to deliver the outstanding experience that's emblematic of the team's family office-style service model. Her mission is to help each client "do what they do best" by managing the details of their financial lives.
Cyndi is a native of Englewood, California, and lives there today. She is the first member of her family to attend college, and grew up with a desire to understand money and finance so that she could pass along knowledge to other young professionals, her family and her community. Cyndi holds a B.A. in Business Economics from UCLA. Upon graduation, she began her career at First Republic in 2021. One year later, she began working with Dominique Jordan. She joined J.P. Morgan with him in 2023.
In her free time, Cyndi enjoys running on the beach, staying active with her church, teaching Sunday school, traveling with her sister on weekends, and visiting coffee shops to satisfy her matcha cravings.
Insights

December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now