Anthony Guzman

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Basic Information

First Name

Anthony

Last Name

Guzman

Contact Email

[email protected]

Nickname

anthony

Specialities

Beginning Career/Young Family, Retirement Transition, Tax Preparation, Equity Recipients (RS/RSU SOP ESPP), Real Estate Investing, Tax Planning

Address

800 W. 5th Street, Suite 100

City

Austin

State

Texas (TX)

Zip Code

78703

Phone

(512) 222-7360

Bio

Howdy,

I help families and individuals gain clarity and peace with their finances through holistic, fiduciary financial planning. My mission as your personal CFO is to help you discern through financial decisions and steward your resources prudently so you can live out your unique calling.

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As a fee-only planner I offer hourly, annual, and asset management options to make quality advice more available based on your needs.

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You can find my wife and I chasing after our two little boys at home, a nearby park, or at our local parish at St. Vincent de Paul in Cedar Park, TX.

Areas of focus

  • Fee-only holistic planning
  • Navigating Chronic Illness
  • Equity Compensation
  • Retirement
  • Faith-Based investing
  • Real Estate
  • Young families
  • Business & Tax Planning
  • Cash Flow Management
  • Se Habla Español

Schedule a complementary consultation here

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Anthony Guzman, CFP® | Wealth Advisor 

Pioneer Wealth Management Group 800 W. 5th Street, Suite 100 | Austin, TX 78703
Direct: (512) 222-7360

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