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PRESS RELEASE
Guardian Financial Partners Adds Experienced Financial Advisor Daniel Cucuiat

Press Release 

May 2021

Orange, CA.—Guardian Financial Partners (GFP), an independent wealth management firm, has announced that Daniel Cucuiat has joined the firm as a Senior Financial Advisor.

Daniel brings extensive experience in the financial services industry. In the early 90’s he started his own independent residential and commercial valuation and real estate investment consulting firm. During this time, he advised private and institutional clients on projected property values and long-term investment probabilities. After nearly 13 years of success, Daniel sold to a larger firm. In 2005 he made a move into investment management and financial planning.

“I am excited to join GFP,” Daniel said. “I feel this new partnership allows me to provide my clients a better experience. Partnering with GFP allows me to stay focused on client needs while leveraging GFP’s infrastructure for growth and simplifying my business and life.”

Pat Guinet, Senior Founding Partner of Guardian Financial Partners is excited about Daniel joining the firm. “We are extremely grateful to have Daniel join the firm,” Pat said. “Daniel is a thoughtful advisor and a great fit for our firm. He brings professionalism and a client-first approach that is the foundation of our culture .”

GFP expects continued growth through advisor transitions and mergers over the coming months and years. If you are a financial advisor and would like to learn more about partnering with GFP, please contact Pat Guinet at PGuinet@guardianfinancialpartners.com or 949.533.5585.  

Daniel Cucuiat can be reached at 714.264.5055 or at DCucuiat@guardianfinancialpartners.com

 

About Guardian Financial Partners

Guardian Financial Partners (GFP) is an independent Registered Investment Advisory (RIA) firm that provides investment management and financial planning advice to individuals and traditional consulting services to institutions. GFP has a significant client focus with Southern California Edison (SCE), where they have been helping SCE employees since 2007 and have an intimate understanding of SCE’s retirement and health benefits. GFP currently manages $682 million, with $212 million for individuals and $470 million in institutional assets. For more information: visit  www.GuradianFinancialPartners.com or call 949-771-2969.

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Guardian Financial Partners, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Guardian Financial Partners, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Any commentary on this website reflects the personal opinions, viewpoints and analyses of the Guardian Financial Partners, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Guardian Financial Partners, LLC or performance returns of any Guardian Financial Partners, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Guardian Financial Partners, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. Investing involves risk and possible loss of principal capital. No advice may be rendered by Guardian Financial Partners, LLC unless a client service agreement is in place. Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV is publicly available and may be viewed here. Form CRS is publicly available and may be viewed here.