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
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August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
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July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
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