Andres Guzman, Mba, Cfp®

Andres Guzman, Mba, Cfp® Email and Phone Number

Founder & Managing Partner at Legacy Wealth Investment Counsel, LLC | Fiduciary | Private Wealth Advisor @ Legacy Wealth Investment Counsel
Andres Guzman, Mba, Cfp®'s Location
Newport Beach, California, United States, United States
Andres Guzman, Mba, Cfp®'s Contact Details

Andres Guzman, Mba, Cfp® work email

Andres Guzman, Mba, Cfp® personal email

About Andres Guzman, Mba, Cfp®

Legacy Wealth Investment Counsel, LLC is an independent, fee-only, wealth management firm offering comprehensive investment advisory and financial planning services to high net-worth individuals, families and organizations throughout the country. We work with a wide variety of clients and provide sophisticated wealth planning solutions tailored to every need. We are Fiduciaries and always put our clients' interest above all else. We avoid conflicts of interest and offer objective, unbiased, advice.For questions or inquiries, please contact me at: andres.guzman@legacywealthic.com

Andres Guzman, Mba, Cfp®'s Current Company Details
Legacy Wealth Investment Counsel

Legacy Wealth Investment Counsel

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Founder & Managing Partner at Legacy Wealth Investment Counsel, LLC | Fiduciary | Private Wealth Advisor
Andres Guzman, Mba, Cfp® Work Experience Details
  • Legacy Wealth Investment Counsel
    Founder & Managing Partner | Private Wealth Advisor
    Legacy Wealth Investment Counsel Jun 2024 - Present
    Investment Advisory Representative of, and Advisory Services offered through, Portside Wealth Group, LLC (“Portside Wealth”), an SEC Registered Investment Advisor. Portside Wealth and their representatives do not provide tax or legal advice. Each firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability.
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  • Baker Tilly Us
    Managing Director, Private Wealth Advisor
    Baker Tilly Us 2022 - May 2024
    Chicago, Il, Us
    Baker Tilly Wealth Management, LLC (BTWM) is an SEC Registered Investment Advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. Baker Tilly Wealth Management, LLC is controlled by Baker Tilly US, LLP.
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  • Northwestern Mutual
    Director, Private Wealth Advisor
    Northwestern Mutual 2022 - 2022
    Milwaukee, Wi, Us
    View
  • Charles Schwab
    Vice President, Financial Consultant
    Charles Schwab 2014 - 2022
    Westlake, Texas, Us
    View
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley 2013 - 2014
    New York, Ny, Us
    View
  • Madison Street Capital
    Vice President, Investment Banking
    Madison Street Capital 2010 - 2013
    Austin, Texas, Us
    M&A | Corporate Financial Advisory
    View
  • Madison Street Capital
    Investment Banking Associate
    Madison Street Capital 2009 - 2010
    Austin, Texas, Us
    View
  • Houlihan Capital
    Investment Banking Analyst
    Houlihan Capital 2008 - 2009
    Chicago, Illinois, Us
    Houlihan Smith & Company M&A | Business Development
    View

Andres Guzman, Mba, Cfp® Skills

Information Technology Market Financial Data Prospects Executive Management Deal Sourcing Location Value Enhancement Business Expansion Crown Hudson Communication Cell Data Collection Veterans Negotiation South America Finance Market Penetration Structure Buy Side Strategy Sourced Transaction Experience Commercial Construction Profiles Sep Ira Construction Diligent Business Valuation Temporary Placement Credit Manufacturing Deal Creation Point Of Contact Enterprise Software Valuation Modeling Real Estate Transactions Financial Transactions Business Strategy Investment Banking Shareholder American Skokie Research Nims Due Diligence Calls Precision Engineering Pitch Capital Latin America Industrial Sector Chicago Company Research Technology Solutions

Andres Guzman, Mba, Cfp® Education Details

  • Yale School Of Management
    Yale School Of Management
    Wealth & Asset Management
  • University Of Illinois Urbana-Champaign
    University Of Illinois Urbana-Champaign
    Finance
  • University Of Chicago
    University Of Chicago
    Finance
  • Loyola University Chicago
    Loyola University Chicago
    Dual Major: Economics & Philosophy
  • Ucla
    Ucla
    Personal Financial Planning
  • United States Naval Academy
    United States Naval Academy
    Ri

Frequently Asked Questions about Andres Guzman, Mba, Cfp®

What company does Andres Guzman, Mba, Cfp® work for?

Andres Guzman, Mba, Cfp® works for Legacy Wealth Investment Counsel

What is Andres Guzman, Mba, Cfp®'s role at the current company?

Andres Guzman, Mba, Cfp®'s current role is Founder & Managing Partner at Legacy Wealth Investment Counsel, LLC | Fiduciary | Private Wealth Advisor.

What is Andres Guzman, Mba, Cfp®'s email address?

Andres Guzman, Mba, Cfp®'s email address is an****@****wab.com

What schools did Andres Guzman, Mba, Cfp® attend?

Andres Guzman, Mba, Cfp® attended Yale School Of Management, University Of Illinois Urbana-Champaign, University Of Chicago, Loyola University Chicago, Ucla, United States Naval Academy.

What skills is Andres Guzman, Mba, Cfp® known for?

Andres Guzman, Mba, Cfp® has skills like Information Technology, Market, Financial Data, Prospects, Executive Management, Deal Sourcing, Location, Value Enhancement, Business Expansion, Crown, Hudson, Communication.

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