The Wealth Guardian Group PLLC is a privately owned, independent, registered, and fee-based investment advisor firm located in Gilbert, AZ.
It is our aim to treat all our clients in every aspect that would offer for a rewarding financial planning experience. Each of our customers enjoys the attention to detail and time that will result in tactics that will boost efficiency in their financial journey.
We commit the resources and time to stay up-to-date with the ever-changing laws, concepts, rules, and regulations that afford an outstanding financial planning experience. We will give our commitment through integrity, honesty, transparency, and ethical behavior.
Our expertise focuses on financial tactics that support all financial stages of life. Some of our tactics include improved distributions, enhanced accumulation, wealth plan performance, asset protection, and multi-generational wealth transfer through legacy planning.
Recommendations are made in a fiduciary capacity, solely in the interest of giving the highest benefit and value for each unique client's goals, risk toleration, time horizon and objectives.
Jared R. Daniel, CFP, CRPC is our company's founder and president. He is committed to the industry of financial planning. He is a licensed financial planner, professional and has gained the rights to utilize the CFP symbol by the Financial Planner Board of Standards.
This title is the outstanding marks in the financial planning community, expecting candidates to master over 120 financial planning ideas and abide by the added ethical standards. Jared is a chartered retirement planning counselor as well, which is given by the College for Financial Planning.
Jared is a member of the National Ethics Bureau, an organization that promotes consumer confidence by offering a source to validate business ethics for financial and insurance advisors.
Jared is also a Financial Planning Association member, which is an advocacy and leadership organization that links individuals who support, offer, and benefit from expert financial planning.
FPA is the core of financial planning and embodies a guarantee of financial well-being, hoping to build a world where everyone grows and succeeds. Jared earned his BS in business finance with an extra major of business management from University of Phoenix.