Our Process | Guardian Financial Partners

Syncing Your Goals and Investments

Your financial plan and investments need to be in sync with each other. We believe your success requires expertise in both these areas. Our team of Certified Financial Planners and Certified Investment Management Analysts consistently deliver on this promise and follow a process of communication and service rarely seen in the financial services industry. We are focused on providing investment management and financial planning advice to individuals, Southern California Edison employees as well as traditional consulting services to institutions.

A Financial Plan Built Around You

Your lifestyle and goals are always changing. GFP’s True Financial Planning approach delivers a plan unique to your needs. We continually review both sides of your balance sheet (assets and liabilities), and regularly revisit and adjust your plan as your life unfolds. A well written plan along with your Riskalyze® self assessment will help determine your appropriate ”mix” of investments while providing insight and detail on how your “mix” supports your lifestyle and goals.

Tailored Investment Offerings

Your portfolio should be tailored to your needs. Our investment offerings have the flexibility to create an allocation of investments you understand, and more importantly, a portfolio you are comfortable owning. Coupled with our extensive research from Ned Davis Research, Morningstar, Litman Gregory, and Charles Schwab Advisory Services, our offerings offer you the flexibility you need to navigate the challenges of investing in the present and the future.

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.