Our Culture and Values

Our culture is rooted in integrity, fairness, and an unwavering commitment to your financial well-being. You can expect our team to:


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When you join the GFP family, we advocate for you and always prioritize your needs and goals as your personal fiduciary.

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We treat all clients equally and fairly, regardless of account size

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We follow through on our commitments to help you achieve financial success.

Meet The Team

With over 80 years of combined financial services experience, we provide investment management and financial planning advice to individuals, and traditional consulting services to institutions. GFP currently manages $835 million, with $392 million for individuals and $443 million in institutional assets.

Pat Guinet, CIMA®

Founding Partner

Hung P. Nguyen, CFP®

Founding Partner

Casey S. Bartels, CFP®

Founding Partner

Jannette Lacsamana

Administrative Assistant

Erik Mora, RICP®

Strategic Partner - Synchronize

Ryan Delaney, CFA®

Strategic Partner - Synchronize

Matt Meyer

Strategic Partner- Synchronize