Guido has been with Crux Wealth Advisors since its inception. His prior experience brought a diverse and well-rounded background to the team beginning in 2010 as an account executive at Arthur J. Gallagher and gaining additional experience as an advisor for Ameriprise Financial.
He was drawn to this career because of his passion for helping others. He strives to educate clients to make smart financial decisions that will help to provide them with confidence in their financial future at any point in their life. He also enjoys the demands of the fast-paced industry where his well-organized and detail-oriented approach allows him to juggle the complexities of his position while also being available to his clients. He is sure to respond to inquiries in a timely manner and gives his undivided attention to clients.
Guido creates a personalized plan for each client utilizing his experience in investments to help manage and build wealth. His clients appreciate his ability to translate the complex intricacies of the financial world into relatable terms. At a young age, he gained a passion for investing with the help of his father who opened up a trading account for him to explore investments and taught him the importance of being investment-oriented, a characteristic that Guido takes seriously.
This mindset is clear in any interaction with him.
Guido earned a bachelor of arts in Economics from the University of California, Berkeley in 2010.
When I was 3, my parents moved our family from Argentina to California. Without a doubt, this transition to a new country shaped me into the person I am today. My mom and dad made a home for us in a new country, despite not having any other family or support system established here. While I may not remember those early years, the lessons my family taught me about perseverance are invaluable.
My parents exposed my brother and me to many opportunities, and I am forever grateful for their support. It was ingrained in me at a young age to give back to my community and help those in need. Because of that, I take part in community service such as building homes for those in need in Mexico and participating in community work at my local church. In addition, the opportunity to frequently travel internationally has allowed me to appreciate a variety of cultures and has formed a global mindset that I apply to my everyday life.
In my free time, I enjoy spending quality time with family, friends and anything that involves sports. I am an active alumni member with the Latino Business Alumni Student Association through the University of California, Berkeley and a member of St. Cyril of Jerusalem Parish Youth Ministry Program.
Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
