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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax
  • Legal
    • -Legal Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wealth Guardian Hope Foundation 7 years Aug 2012 - Present
Wealth Guardian Finanical, PLLC 7 years, 3 months May 2012 - Present
Wealth Guradian Tax, PLLC 7 years, 7 months Jan 2012 - Present
Wealth Guardian Advisory PLLC 9 years, 4 months Apr 2010 - Present
Nylife Securities LLC 1 month, 4 weeks Jan 2010 - Mar 2010
New York Life Insurance Company 3 months Dec 2009 - Mar 2010
Apollo Group 2 years, 1 month Nov 2007 - Dec 2009
Ing Financial Partners 1 year, 3 months Sep 2007 - Dec 2008
Wealth Guardian Legal Documents, PLLC 12 years Aug 2007 - Present
Wealth Guardian Advisory, PLLC 12 years Aug 2007 - Present
Wealth Guardian Group PLLC 12 years Aug 2007 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Retirement Planning Counselor
    Designation
    Chartered Retirement Planning Counselor
    The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.
  • Enrolled Agent
    Designation
    Enrolled Agent
    An Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation and is empowered by the Department of the Treasury to represent taxpayers.

Articles and Answers

Insights by Jared Daniel

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
Do tithes to religious organizations count as "charitable donations"?
In the case of Mitt Romney's Tax return, the total charitable Contributions given was 3M, of that total 1.5M was donated to the Church of Jesus Christ of Latter-day Saints as tithing. So he donated an additional 1.5M to some other charitable organization.When you pay a Tithe to your church, you are...  (more)
Answered Mar 2012
What are the advantages to using a health savings account (HSA)?
Maureen, HSA (Health Savings Account) are useful for individuals that have high deductible health plans. These HSA's allow you to deposit your own funds pre-tax allowing you to avoid taxation on your qualified medical expenses. If you have a high deductible plan, you may consider contributing some ...  (more)
Answered Mar 2012
Should I consolidate my educational debt?
Jillian, The first questions that comes to mind is "What is the purpose of consolidating?" As you mentioned you could save money over the term, your monthly payment may be lower. However additional information would prove to be useful...What type of student loans are these...are they Stafford Subsi...  (more)
Answered Feb 2012
Is it better to put money down on a house or save it when using a VA loan?
Dwight, This is a good question, and all good questions have the same answer; "It Depends"There are a few factors we want to take a look at; first, having an emergency savings is a crucial part of financial planning, especially in our current economy. My first questions would be "does this money y...  (more)
Answered Mar 2012
How often should I meet with my financial advisor?
When it comes to Financial Planning, I really like to relate it to medical treatments with your Doctor. How often do you visit your Doctor? Typically there are two types of people, the first, which are reactive. They meet with their Doctor only when something is wrong, they are sick, injured. In thi...  (more)
Answered Mar 2012
How often should I meet with my financial advisor?
When it comes to Financial Planning, I really like to relate it to medical treatments with your Doctor. How often do you visit your Doctor? Typically there are two types of people, the first, are reactive. They meet with their Doctor only when something is wrong, they are sick or injured. In this si...  (more)
Answered Mar 2012
I am retiring soon and I am nervous about having a lot of my retirement dollars in the stock market. What are the annuity products I have been reading about that guarantee retirement income for me?
In addition to the responses I want to advise you on one more annuity that has not been discussed yet, and if you are in the market, you will soon learn about. These are Index Annuities, sometimes called Equity Index Annuity. Now I cannot tell you if this product is good for you or bad for you. The ...  (more)
Answered Mar 2012
How do I apply for benefits?
Raquel, Your question is quite vague, more clarification would be useful. I will guess that maybe you are asking about benefits from your employer such as medical, dental, vision, 401k etc. If that is the case, the first hurdle is finding out if you qualify for such benefits. Qualifications are cre...  (more)
Answered Feb 2012
Should I only invest money I don't "need'?
Let me answer your question with another question. Do you need income in retirement? Something that is too far misunderstood in the investment community amongst novice investors in the value of Risk Tolerance and Asset Allocation. When it come to investing in speculative investments, this is the tim...  (more)
Answered Feb 2012
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Dec 2, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Dec 2, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Dec. 3, 2018
      • $19.8M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 105
        number of clients
      • $188.1K
        Estimated Average Account Balance Per Client

    Wealth Guardian Advisory, PLLC

    Last updated on Feb. 3, 2016
      • $6.2M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 24
        number of clients
      • $259.5K
        Estimated Average Account Balance Per Client

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.