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PRESS RELEASE
Guardian Financial Partners Exceeds $600 Million in Assets Under Management

Press Release

March 2020

Orange, CA – Guardian Financial Partners, LLC, (GFP) a wealth management firm, announces the firm has exceeded $600 million in assets under management. The founders left Wells Fargo Advisors in 2017 and started their firm with approximately $150 million in assets under management.

"We are grateful for the growth of our firm," announced Pat Guinet, Senior Founding Partner at GFP. "We attribute our success to the clients we serve. Being independent has allowed us to create specific client experiences for our different client niches which include Southern California Edison employees, individuals nearing retirement and institutions. We believe being able to act as a true fiduciary coupled with maximizing technology for planning, asset management, and client communication has been the difference.”

Guardian Financial Partner plans for continued growth through new client acquisition as well as adding like-minded advisors. 

To learn more about Guardian Financial Partners, please visit www.GuardianFinancialPartners.com.

 

About Guardian Financial Partners

Guardian Financial Partners (GFP) is a fee-only Registered Investment Advisory (RIA) firm providing financial planning and investment management services to Southern California Edison employees, individuals, and traditional consulting services to institutions. GFP currently manages $630 million, with $200 million for individuals and $430 million in institutional assets. GFP holds client assets at Charles Schwab & Co.  Schwab is one of the leading custodians for independent advisors. For more information: visit www.GuardianFinancialPartners.com or call 949.771.2969.

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Guardian Financial Partners, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Guardian Financial Partners, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Any commentary on this website reflects the personal opinions, viewpoints and analyses of the Guardian Financial Partners, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Guardian Financial Partners, LLC or performance returns of any Guardian Financial Partners, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Guardian Financial Partners, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. Investing involves risk and possible loss of principal capital. No advice may be rendered by Guardian Financial Partners, LLC unless a client service agreement is in place. Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV is publicly available and may be viewed here. Form CRS is publicly available and may be viewed here.