Orange, CA.—Guardian Financial Partners (GFP), an independent wealth management firm, has announced that Daniel Cucuiat has joined the firm as a Senior Financial Advisor.
Daniel brings extensive experience in the financial services industry. In the early 90’s he started his own independent residential and commercial valuation and real estate investment consulting firm. During this time, he advised private and institutional clients on projected property values and long-term investment probabilities. After nearly 13 years of success, Daniel sold to a larger firm. In 2005 he made a move into investment management and financial planning.
“I am excited to join GFP,” Daniel said. “I feel this new partnership allows me to provide my clients a better experience. Partnering with GFP allows me to stay focused on client needs while leveraging GFP’s infrastructure for growth and simplifying my business and life.”
Pat Guinet, Senior Founding Partner of Guardian Financial Partners is excited about Daniel joining the firm. “We are extremely grateful to have Daniel join the firm,” Pat said. “Daniel is a thoughtful advisor and a great fit for our firm. He brings professionalism and a client-first approach that is the foundation of our culture .”
GFP expects continued growth through advisor transitions and mergers over the coming months and years. If you are a financial advisor and would like to learn more about partnering with GFP, please contact Pat Guinet at PGuinet@guardianfinancialpartners.com or 949.533.5585.
Daniel Cucuiat can be reached at 714.264.5055 or at DCucuiat@guardianfinancialpartners.com
About Guardian Financial Partners
Guardian Financial Partners (GFP) is an independent Registered Investment Advisory (RIA) firm that provides investment management and financial planning advice to individuals and traditional consulting services to institutions. GFP has a significant client focus with Southern California Edison (SCE), where they have been helping SCE employees since 2007 and have an intimate understanding of SCE’s retirement and health benefits. GFP currently manages $682 million, with $212 million for individuals and $470 million in institutional assets. For more information: visit www.GuradianFinancialPartners.com or call 949-771-2969.
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