Roger Guan

As a Senior Financial Advisor and Managing Director – Investments with over 22 years of experience in the financial services industry, I focus on helping high net worth individuals, families, foundations, and business owners achieve their most important financial goals. My clients rely on me for trusted advice, thoughtful guidance, and access to experienced professionals who can address the complexities of their unique financial situations.

My practice frequently encompasses comprehensive investment and retirement planning, tax-planning strategies, charitable giving, trust services offered through affiliates, estate planning strategies, assistance with estate settlements, liability management, and insurance planning. I take an integrated approach to wealth management, ensuring that each element of a client’s financial life is aligned with their broader objectives.

I am deeply committed to helping clients successfully navigate every stage of their financial journey. By taking a pragmatic and disciplined approach, I seek to understand what matters most to my clients in order to gain a clear picture of their priorities and long-term goals. I then work collaboratively to develop and implement strategies designed to help them achieve those goals with confidence.

It is a privilege to walk alongside my clients through the many phases of their financial lives and to serve as a trusted partner in helping them build, preserve, and steward their wealth.

CA Insurance License Number: 0F94299. Resident State CA.