Jared Daniel, CFP CRPC EA

Certified Financial Planner

Financial Adviser at Wealth Guardian Advisory, Pllc in Gilbert, AZ

About

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 all of our clients in every aspect that would provide for a fulfilling Financial Planning experience. 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.

Address
1757 E Baseline Road Suite 118 in Gilbert, AZ 85233
Info
Year started: 2002

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Specialties

  • Annuities
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Tax Advantaged Investments
  • Other

Servicing

Credentials

Licenses

Arizona Insurance
License # 156054
Series 65
License # 4630493
Certified Legal Document Preparer
License # 81444

Associations

Wealth Guardian Hope Foundation

Certifications

CFP
CLDP
CRPC
EA

Background

Education

University of Phoenix
College for Financial Planning
National Paralegal College