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Meet The Team

Anthony Guzman

CFP®

Anthony draws from a broad spectrum of experiences to provide thoughtful care and dedication to his clients. As a complement to his over five years of financial planning experience, he looks back fondly on his time in the classroom as a bilingual elementary teacher with Teach for America as a formative experience. There, he developed a lasting commitment to care deeply for his students, teach with impact, and invest in relationships with families and the community at large, which are qualities he now brings into his work with clients.

Anthony loves working with young families because he has the opportunity to grow alongside them and help them shape a meaningful financial path forward. He is also passionate about guiding those approaching retirement, empowering them to seek the deeper meaning behind their financial goals and aspirations. As a fiduciary advisor, Anthony likes to view his role as an expedition leader on a shared adventure towards financial peace of mind. Faith, family, and community are often central themes for his clients, and he finds it incredibly rewarding to amplify their impact through financial advice and support.

In the community, Anthony and his family stay active in their children’s school, church, and the Cedar Park/Leander area. Organizations he has supported include Valor Education, Texas Oncology, Catholic Financial Planning Network, and St. Vincent de Paul.

Outside of work, Anthony enjoys shaping his children’s character through play, storytelling, and quality experiences. He also invests time in his health, training for triathlons, and enjoying quality moments with his spouse.

Se habla Español.