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

Guardian Financial Partners

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.

 

Freedom Partners supports Guardian Financial Partners with back-office support services including operations, marketing, and growth initiatives.