Prior to attending law school, Mr. Gugliuzza spent more than 10 years working in the financial services industry, most recently as the branch manager of TD Waterhouse's Michigan Avenue office. As a Certified Financial Planner (CFP™), Mr. Gugliuzza advised clients on achieving their financial goals. Mr. Gugliuzza is a graduate of the University of Texas at Austin. He received a Masters in Business Administration (MBA) degree, with honors, from DePaul University before graduating cum laude from the Loyola University Chicago School of Law. He has also completed several classes towards a doctorate degree in economics from the University of Illinois at Chicago.
While in law school, Mr. Gugliuzza was the student director of Loyola's Federal Tax clinic and was the CALI Award Recipient in the Estate Planning, Estate and Gift Tax, Federal Tax Clinic, and Advanced Legal Research courses (the CALI Award is given for the highest grade in a class.
Following law school, Mr. Gugliuzza joined the firm of Spain, Spain & Varnet, P.C. in Chicago where he concentrated his practice in the fields estate planning, disability law, real estate law and general probate.
Mr. Gugliuzza is a member of the Chicago Bar Association, the Illinois State Bar Association, the American Bar Association and the Illinois Real Estate Lawyers Association.
Mr. Fernandez spent over 15 years working in financial and legal services for large financial institutions within the investment, insurance and banking sectors. As a Certified Financial Planner (CFP™) and Certified Exit Planner (CExP™), Mr. Fernandez advised individuals and business owners on comprehensive wealth planning strategies with a concentration on estate and tax planning. Mr. Fernandez is a graduate of the University of Illinois at Chicago. He received his Juris Doctor from the John Marshall Law School and has completed several classes towards a Masters in Law in estate planning. Mr, Fernandez holds several FINRA securities and insurance producer licenses.
Mr. Fernandez is a member of the Chicago Bar Association, Illinois State Bar Association, Financial Planning Association and the Business Enterprise Institute. He also has served on the board of multiple non-profit organizations within the City of Chicago.