The Wealth Guardian Group, PLLC is an independent, privately-owned, fee-based registered investment advisor located in Gilbert, Arizona. Our goal has always been, and always will be to treat our clients in every aspect that would be worthy of our status as a Premier Financial Planning Firm. Each of our clients enjoys the time and attention to detail, that will result in strategies that will increase efficiency in their financial journey.
We commit the time and resources to stay current with the constant changing rules, regulations, laws, and concepts that afford a superior financial planning experience. We will offer our dedication through honesty, integrity, transparency, and ethical behavior.
Our expertise focuses on financial strategies that support all financial stages of life. Some of our strategies include; enhanced accumulation, improved distributions, asset protection, wealth plan performance and multi-generational wealth transfer through legacy planning. Recommendations are made in a fiduciary capacity, solely in the interest of providing the highest value and benefit for each unique clients goals, risk toleration, time horizon and objectives.
Our client list includes past employees of the U.S. Government, Salt River Project (SRP), American Title, University of Phoenix, United States Postal Service (USPS), Ticketmaster, Bank of America, and Allegiant Air.
Our Firm’s Founder and President is Jared R. Daniel, CFP® CRPC®. Jared is dedicated to the financial planning industry. He has obtained the rights to use the CFP® mark by the Financial Planner Board of Standards, Inc., and is a CERTIFIED FINANICAL PLANNER™ Professional. This designation is the superior marks in the financial planning community, requiring candidates to master over 120 financial planning concepts and adhere to added ethical standards. Jared is also a CHARTERED RETIREMENT PLANNING COUNSELOR™ conferred by the College for Financial Planning.
Jared is a member of the National Ethics Bureau (www.ethicscheck.com), an organization that promotes consumer confidence by providing a source to verify business ethics for financial and insurance advisors. Jared is also a member of the Financial Planning Association (www.fpanet.com), a leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA is the Heart of Financial Planning™ and represents a promise of financial well-being, hoping to create a world where everyone thrives and prospers. He earned his Bachelor of Science in Business Finance with an additional major of Business Management from University of Phoenix and lives with his wife, Alisa, and their four children in San Tan Valley.
