Advisors at this firm
Hung N
CFP®, Series 63, Series 65
Orange, CA
Guardian Financial Partners, LLC
Hung Nguyen is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Guardian Financial Partners, LLC since 2017. His prior experience includes roles at Wells Fargo Advisors LLC and WELLS FARGO Clearing Services, LLC. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, using a fiduciary, client-focused approach with proprietary asset-allocation models and multiple investment sleeves.
Patrick G
Series 63, Series 65
Orange, CA
Guardian Financial Partners, LLC
Patrick Guinet is a financial advisor at Guardian Financial Partners, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Guardian Financial Partners since 2017, following prior roles at Wells Fargo Clearing Services and Wells Fargo Advisors. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, employing a fiduciary approach with proprietary asset-allocation models and a combination of fundamental and technical analysis.
John B
Series 63
Corona Del Mar, CA
Guardian Financial Partners, LLC
John Bodovitz is a financial advisor with Guardian Financial Partners, LLC and holds a Series 63 designation. He has 42 years of industry experience, including prior roles at Western International Securities, Inc. and Wells Fargo Advisors. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, employing a fiduciary and client-focused approach with proprietary asset-allocation models.
Casey B
CFP®, Series 66
Orange, CA
Guardian Financial Partners, LLC
Casey Bartels is a CFP® and Series 66-registered advisor with 18 years of industry experience. He has worked at Guardian Financial Partners, LLC since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Bartels is involved in insurance-related activities in Orange, CA. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, employing proprietary asset-allocation models and a fiduciary, client-focused approach.
Robert N
Series 63, Series 65
Arcadia, CA
Guardian Financial Partners, LLC
Robert Novell is a financial advisor at Guardian Financial Partners, LLC in Arcadia, CA, holding Series 63 and Series 65 designations with 31 years of industry experience. He previously worked at Novell Investment Management Company, Inc. for 29 years before joining his current firm in 2024. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, using a fiduciary and client-focused approach with proprietary asset-allocation models and multiple investment strategies.
Ilkay S
Series 63
Laguna Niguel, CA
Guardian Financial Partners, LLC
Ilkay Sepulveda is a financial advisor at Guardian Financial Partners, LLC with three years of experience in the industry. She holds a Series 63 designation and has prior experience at The Lady Advisor and Seeman Holtz Financial. Additionally, she is a licensed insurance agent with National Senior Insurance, a role she has held since 2012. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, using proprietary asset-allocation models and a fiduciary, client-focused approach.