A complete list of active advisors currently associated with The Guardino Financial Group
Warmer can help you find a great advisor at The Guardino Financial Group or one who fits your needs even better.
The firm provides financial planning and related advisory services to individuals and families, including high-net-worth clients, delivering written financial plans and recommendations that may include specific mutual funds and exchange-traded funds. It does not act as a custodian or manage client assets directly; implementation of recommendations is at the client’s discretion. The firm’s advice is grounded in Modern Portfolio Theory and strategic asset allocation, emphasizing globally diversified, low-cost and tax-efficient passive funds, a long-term buy-and-hold orientation, and occasional tilts toward small-cap and value exposures. It draws on academic research and proprietary analysis to build strategic allocations and offers periodic plan reviews (including an initial review cycle and ongoing annual reviews). What is distinctive for a firm in the investment-manager category is the breadth of non-advisory licenses and activities: the principal is also licensed to sell life and property-and-casualty insurance, is licensed as a real estate broker/mortgage consultant, and may receive separate commission compensation when clients implement insurance or mortgage recommendations. The firm also charges fees on an hourly or project basis rather than taking percentage-of-assets-under-management compensation, and it reports that it does not provide custody or discretionary investment management.
To learn more about the advisors currently working at The Guardino Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Milpitas, CA
| 13
|
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