Guardian Financial Partners, LLC logo

Guardian Financial Partners, LLC

Updated today

Client assets under management

$411,222,051

Clients

427

58% high-net worth

Advisors

6

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

71

Typical

Average account size

$963,049

About

Guardian Financial Partners provides investment advisory services to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and business entities, offering asset management, retirement plan consulting, referrals to third‑party money managers, and individualized portfolio management through wrap-fee accounts. The firm discloses that it generally charges percentage-of-assets fees and reported managing approximately $911.9 million in discretionary assets as of December 31, 2025.

The firm describes its advisory approach as fiduciary and client‑focused, emphasizing communication and tailored plans; it uses proprietary asset‑allocation models with five standard portfolio models and multiple “sleeves” (Equity, Tactical, Multi‑Alternative, and Fixed Income) and combines methods such as fundamental and technical analysis, Modern Portfolio Theory, and third‑party manager due diligence. For retirement plan consulting the firm assists plan sponsors with investment policy statements, investment monitoring, and participant education, and it performs initial and ongoing reviews when referring clients to outside managers.

Noteworthy distinctions include its role as a wrap fee program sponsor — the brochure states the firm “only offers wrap fee accounts” — and a scale of regulatory assets that results in AUM per advisor above typical team‑firm levels, a feature the firm notes and which is uncommon among peers. The firm also discloses use of compensated testimonials and endorsements under written agreements (with required disclosures to referred prospective clients) and reports receiving complimentary research benefits from a third‑party manager after placing client assets in that manager’s fund, arrangements it identifies as potential conflicts and discloses in the brochure.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Occupation focus

Founder/Business Owner Retired

Main office location

Guardian Financial Partners, LLC

635 E. Chapman Ave.

Orange CA 92866, United States

Number of offices

1

Most active in

Arizona · California · Florida · Nevada · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Founder/Business Owner Retired
user avatar

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.

Founder/Business Owner Retired
user avatar

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.

Founder/Business Owner Retired
user avatar

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.

Founder/Business Owner Retired
user avatar

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.

Founder/Business Owner Retired
user avatar

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.

Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")