Guardian Financial Partners, LLC
Guardian Financial Partners, LLC (CRD# 287652) is a financial advisory firm headquartered in Orange, CA. They manage $748,717,000 in 599 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management749MILLION
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Total Number of Accounts599ACCOUNTS
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Average Account Value$1,249,945
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, NV, TX
Casey Bartels (CRD# 5312518) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Orange, CA and has over 15 years of experience in the finance industry. Casey Bartels has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Patrick Guinet (CRD# 1570982) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Orange, CA and has over 36 years of experience in the finance industry.
Hung Nguyen (CRD# 2857985) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Orange, CA and has over 25 years of experience in the finance industry. Hung Nguyen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jacqueline Harper (CRD# 7270236) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Victorville, CA and has 1 year of experience in the finance industry.
Ilkay Sepulveda (CRD# 2441332) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Laguna Niguel, CA and has over 14 years of experience in the finance industry.