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“I will be a voice of reason and calm when you need to manage challenging financial decisions. I will deliver thorough financial counsel and guidance.”


Steven Guzmán Photo Steven Guzmán Hover Photo

Steven Guzmán

Wealth Advisor, Founder

I grew up in Houston, the first generation in my family to be formally educated. I put myself through school working multiple jobs and internships.

It is these experiences that have made me who I am today and, like you, I knew I wanted to be a business owner, a decision-maker, and leader.  Hence, I understand you, and I appreciate what you have done to earn your wealth.

The Meyer’s Briggs test categorizes my personality as ESTJ - analytical, critical, logical, objective, matter of fact and realistic. I believe wholeheartedly that these are just some of the traits that allow me to deliver the advice and knowledge to help grow your wealth.  I am an integrator and partial visionary. 

I will be a voice of reason and calm when you need to manage challenging financial decisions. I will deliver thorough financial counsel and guidance.

I share all of this with you because you will share some of your most personal thoughts and decisions about your financial life with me, and you should know how I am.  

I love playing sports.  I am an Ironman athlete, I’ve dedicated 15 years of my adult life racing road and mountain bicycles for the glory of winning a beer mug; I love competition.  I believe in being physically fit and nurturing the body and mind.


I am marrying the woman of my dreams and I am father to three furry-legged children, Trigger, Snooki, and Wylie who I love very much.


I look forward to learning more about you and what we can achieve together to make your financial life more successful.

To view Steven's credentials, please see Form ADV Part 2B. 

- Steven


But Enough About Me, Let’s Talk About You

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