Mission: To Better Serve Clients as an Independently-Owned and Operated Wealth Management Firm
Orange, CA, May 24, 2017 (Newswire.com) - Patrick C. Guinet, CIMA®, announced the launch of Guardian Financial Partners, a fee-only, registered investment advisory firm in Orange, Calif. Guinet and the firm’s two other founding partners, Hung Nguyen, CFP®, and Casey Bartels, CFP®, previously practiced as Guinet & Nguyen Wealth Advisory Group, as part of Wells Fargo Advisors.
“We did not come to this decision lightly or without extensive research,” said Guinet. “The wealth management industry has changed immensely over the years and it was becoming ever more difficult for us to serve our clients as true fiduciaries under a broker/dealer model. We realized that the best way forward was to become an independent wealth management firm. As Guardian Financial Partners, we are now able to conduct business in a way that is more authentic and true to our core values.”
Guinet and Nguyen began working together in 1999, and were joined by Bartels in 2008. They provide comprehensive wealth management services to individuals and families, as well as investment consulting and advisory services to institutions, non-profits and ERISA plans. The firm’s new office is located at 635 East Chapman Ave., in Orange, Calif. For more information, call 949-771-2969 or email firstname.lastname@example.org.
ABOUT GUARDIAN FINANCIAL PARTNERS
Guardian Financial Partners was founded in 2017 as an SEC Registered Investment Advisor and financial planning firm, serving individuals and families, as well as institutions, non-profits and ERISA plans. Founding partners are Patrick C. Guinet, CIMA®, Hung Nguyen, CFP®, and Casey Bartels, CFP®. Learn more at www.GuardianFinancialPartners.com.
Source: Guardian Financial Partners