My Approach

Many of my clients are planning for retirement and need to create a personal financial plan to pursue this goal. That's where I can help, by structuring a plan designed to achieve your financial goals.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

More...

Interests

Music, guitar, movies, volunteering for children's education, spending time with my children, hiking and travel with my wife.

Community Participation

  • Board of Directors, EWU Foundation
  • Member, Rotary: Greater Clark County Chapter
  • Founder, The Guardado Scholarship of EWU
  • Former Membership Chairman, NAIFA, Vancouver chapter
  • Volunteer, Junior Achievement
  • Honoree, Accomplished and Under 40 Award (Vancouver Business Journal)

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution

Experience

9

Awards & Recognition

  • Honoree: Accomplished and Under 40 by Vancouver Business Journal, 2009

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
  • Series 7
  • Series 66
View Definitions

Education

  • Eastern Washington University, B.A.

My Videos

More...