
Cfp Adam Guzek Msf
It’s never been a better time to be an investor. However, it’s arguably never been a more... | Bellevue, Washington, United States
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Cfp Adam Guzek Msf’s Location Bellevue, Washington, United States
Cfp Adam Guzek Msf’s Expertise It’s never been a better time to be an investor. However, it’s arguably never been a more overwhelming endeavor. How do you keep up with all the strategies and options available to you, raise a family, have a fulfilling career, and someday be financially independent? When I got into financial advising, I saw an opportunity to help technology professionals leverage their benefits at work, and shorten the learning curve—allowing them to become financially independent faster than they ever thought possible. With over 7 years in the industry, I’ve helped families and professionals at technology companies achieve confidence in their financial decisions through a customized investment management and financial planning process. If you’re a technology professional making great money, wanting to get clarity on when you’ll be able to retire, and wish you could stop paying so much in taxes, I want to help you break through. I have helped my clients own their financial future, keep more of what they make, and provided their families a sense of security through the ups and downs of the stock market. I have found that the busier you get, the more successful you become, the worse the situation gets as it relates to taxation and the ability to keep all of those plates spinning in the air. My ideal clients are professional, committed, and driven individuals. I show up powerfully and help them identify and focus on fixing some key problems so that they optimize their portfolio to the benefit of their family and future. Graduate of Master of Science in Finance program at Pacific Lutheran University. Graduate of the University of Puget Sound's School of Business and Leadership, May 2012. While studying at UPS, performed trombone in the University Wind Ensemble, Jazz Band, and Orchestra.
Cfp Adam Guzek Msf’s Current Industry Ameriprise Financial Services
Cfp
Adam Guzek Msf’s Prior Industry
University Of Puget Sound
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Associated Students Of The University Of Puget Sound
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Washington Business Week
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Garde Capital
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Voya Financial Advisors
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Weststar Prosperity Partners
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Ameriprise Financial Services
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Work Experience

Ameriprise Financial Services
Senior Vice President & Financial Planning Analyst, Colibri Capital
Fri Apr 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Weststar Prosperity Partners
Financial Consultant
Tue Jun 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Apr 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Voya Financial Advisors
Investment Adviser Representative
Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jun 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Voya Financial Advisors
Paraplanner & Client Service Associate
Thu Aug 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Garde Capital
Portfolio Analyst
Wed May 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jun 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Washington Business Week
Financial Modeling Intern
Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Mar 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Associated Students Of The University Of Puget Sound
Director of Business Services
Tue Mar 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Apr 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
University Of Puget Sound
Resident Assistant
Sat Aug 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)