Preserving Your Assets
& Protecting Your Lifestyle.
At Guardian Financial Partners, we serve as your dedicated fiduciary — providing strategic financial guidance and institutional consulting prioritizing your best interests.
Preserving Your Assets
& Protecting
Your Lifestyle.
At Guardian Financial Partners, we serve as your dedicated fiduciary — providing strategic financial guidance and consulting prioritizing your best interests.
Our Approach
Financial Planning
Custom financial plans aligned with your unique needs.
Asset Management
A dedicated team to guide you through every financial decision.
Fiduciary Advice
Transparent, unbiased advice that puts your interests first.
Financial Planning
Build a Future with Confidence
Your financial success is our priority. Through personalized planning and expert investment strategies, we help you secure a lasting legacy.
Retirement Planning
Tax Planning
Investment Management
Generational Planning
Institutional Consulting
Who We Serve
Southern California Edison
Since 2007, we have worked closely with SCE employees and executives, offering deep expertise in 401(k) plans, health benefits, pension options, retirement planning, and advanced strategies tailored for executives.
High Net-Worth Individuals & Families
We provide personalized financial strategies to preserve, grow, and transfer wealth across generations.
Retirees
With a focus on sustainable income, and tax efficiency, we specialize in helping retirees navigate financial decisions for a confident and comfortable retirement.
Institutions
We offer institutional consulting to support the long-term goals of businesses, nonprofits, and other organizations with a defined repeatable process for ERISA and non-ERISA assets.
Prioritizing You at Every Stage of Life
Financial planning is the foundation for making prudent and informed financial decisions that preserve and grow the wealth entrusted to us.
Employing a unique investment approach that utilizes investment building blocks, enabling the creation of personalized portfolios. These portfolios range from traditional investments like ETFs to more specialized options such as alternative investments, all aligned with your financial plan
