
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

When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now
