About Rafael Gutierrez Balderrabano
Rafael is a Business Service Officer supporting the San Diego Market of Morgan Stanley Wealth Management. With nearly 20 years of experience in financial services, Rafael plays a key role in advisor onboarding, operational oversight, and strengthening the client-service experience across multiple branches in the region.
Rafael began his career in banking and financial operations before joining Morgan Stanley in 2016. In his current role, he partners closely with Financial Advisors, service teams, and market leadership to ensure seamless transitions, operational efficiency, and a consistent “client first” culture. He is also a dedicated mentor, helping support professionals develop their skills, elevate service standards, and grow in their careers.
Rafael holds a Business Administration degree from CESUN in Mexico and went through Morgan Stanley’s Leadership Readiness Program and its advanced leadership series. He holds Series 7, 63, 65, 9, and 10 licenses and brings deep expertise in relationship management, problem-solving, and leadership.
Born in Mexico and raised in the San Diego–Tijuana region, Rafael values connection, business growth, cultural awareness, and teamwork. Outside of work, he enjoys traveling, hiking, photography, and spending time with his family.