Guanill Wealth Management

Edward Guanill is a Series 65-licensed financial advisor with 12 years of industry experience. He is the owner of Guanill Wealth Management and also operates Guanill Insurance Brokers, Inc., a life insurance and annuity agency. Additionally, he owns CA Coast Tax Services LLC, a seasonal tax preparation business, and EG2 Holdings LLC, which runs a wellness and fitness company. Guanill Wealth Management serves individual clients with financial planning and investment advisory services, primarily by referring clients to third-party money managers under solicitor arrangements. The firm combines fundamental, technical, and cyclical analysis to create tailored investment strategies and provides educational seminars alongside regular account reviews.

Gary Libhart is a financial advisor with Guanill Wealth Management in Stockton, CA, holding Series 65 and Series 66 licenses and 12 years of industry experience. He has been with Guanill Wealth Management since 2017 and previously worked at the Institute for Wealth Advisors. In addition to his advisory role, Libhart owns and operates Libhart Insurance Services, where he works as a licensed insurance agent. Guanill Wealth Management provides consultative financial planning and investment advisory services to individual clients, primarily through fixed-fee plans and referrals to third-party money managers under solicitor arrangements. The firm employs fundamental, technical, and cyclical analysis to develop client-specific strategies and manages accounts using both third-party managers and order-management platforms.