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Andres Guzman

Andres Guzman

CFP®, MBA

Managing Director

+1 (949) 809 1841

Andres Guzman is a managing director with Baker Tilly Wealth Management, LLC. Andres and his team are responsible for providing wealth management advice to high-net-worth individuals and their families, with a primary focus on customized investment management strategies and planning solutions. Andres brings over 20 years of experience advising individuals, families and organizations on a broad array of complex financial advisory matters.

Prior to joining Baker Tilly, Andres served as a vice president at a large investment services firm, where he advised affluent families, entrepreneurs and organizations throughout Southern California and across the country. He has also held wealth advisory roles at two Fortune 500 wealth management firms. Prior to his career in wealth management, Andres spent several years in investment banking, where he advised middle market businesses on merger and acquisitions (M&A) and corporate financial advisory matters.

  • Private wealth management
  • Investment management
  • Financial planning
  • Retirement planning and income strategies
  • Tax efficient strategies
  • Equity and fixed income strategies
  • Alternative investments
  • Banking and lending advisory
  • Capital markets
  • Financial Planning Association (FPA) – Los Angeles and Orange County
  • Personal Financial Planning Certificate - UCLA
  • FINRA Series 7 and 66
  • California Insurance License #0I84082
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) professional

Location

Orange County, CA

Education

Master of Business Administration in finance

University of Illinois at Urbana-Champaign

Bachelor of Arts in economics and philosophy

Loyola University Chicago

Financial Management Program - University of Chicago

Expertise

Disclosure

View disclosure information about Baker Tilly Wealth Management and its investment advisor representatives on the SEC Investment Advisor Disclosure website.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. BTWM is controlled by Baker Tilly US, LLP (Baker Tilly) an accounting, tax and advisory firm. Baker Tilly is an independently owned and managed member of Baker Tilly International. © 2022 Baker Tilly Wealth Management, LLC