Director of Operations Brianna Gutierrez has spent her career in the financial planning industry. A licensed financial advisor, Brianna applies her considerable management talents to growing the company while ensuring clients get the responsive, outstanding service they’ve come to expect from Defined Financial Planning.
Brianna graduated from St. Mary’s College in Moraga, California, with a degree in finance. She’s worn a number of hats throughout her career, from marketing to financial advising. As an Investment Adviser Representative, Brianna has a deep understanding of the financial planning process needed to effectively manage the day-to-day operations of Defined Financial Planning. From her first position in the financial planning industry, she has found fulfillment in learning all she can about clients and helping them achieve their goals.
In her free time, Brianna enjoys reading, spending time with her family and baking her signature banana bread.