Wealth Guardian Group

Specialties

Meet with us and receive Harkins Movie Tickets — Living Trusts for only $ 499 — Seen in Forbes, Feb 2014 for our unique business. We Specialize in protecting your money, reducing your fees, increasing your Social Security. Meet with a CFP® — Certified Financial Planner

History

Established in 2007.

Jared Daniel, CFP® CRPC® EA, President and Founder of the Wealth Guardian Group and its subsidiaries started his career in Financial Services in 2003. He started Wealth Guardian Group in 2007 because he saw the impact of high fees most banks and brokerages charge through the years he has added businesses that complement the financial planning experience such as insurance products, tax preparation and planning, Legal Document preparation such as Living Trusts, Living Wills, Power of Attorney’s and such. Now the Wealth Guardian Group is a powerfully integrated Financial Firm that not only brings together all your financial needs, but integrates them so that they work together reducing fees, reducing costs and increases efficiency.

Meet the Business Owner

Jared D.

Business Owner

Our Firm’s Founder and President is Jared R. Daniel, CFP® CRPC®. Jared is dedicated to the financial planning industry. He has obtained the rights to use the CFP® mark by the Financial Planner Board of Standards, and is a Certified Financial Planner™ Professional. This designation is the superior marks in the financial planning community, requiring candidates to master over 120 financial planning concepts and adhere to added ethical standards. Jared is also a Chartered Retirement Planning Counselor™ conferred by the College for Financial Planning. Jared is also a member of the Financial Planning Association (www​.fpanet​.org), a leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning.

Jared is also an IRS Enrolled agent, and can represent any issue to the IRS. In February 2014 Jared and Wealth Guardian Group were featured in Forbes magazine for the unique structure of Wealth Guardian Group