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.

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Interests

Music, guitar, movies, pinball, boxing, volunteering for children's causes, hiking, traveling, and spending time with my children.

Community Participation

  • Board of Directors, EWU Foundation
  • Treasurer, Greater Clark County Rotary
  • Founder, The Guardado Scholarship of EWU
  • Former Membership Chairman, NAIFA, Vancouver
  • 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
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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.

Files for Download

My Videos

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My PhotosShow Thumbnails

Clara enjoying corn on the cob

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.