Joseph De Guzman

Client Success Associate

Joe is a recent graduate who double majored in Economics and Psychology. He is passionate about helping others reach their goals toward financial freedom. Joe is entering the financial services industry to develop his skills and learn from everyone around him to support his ambitions of earning a CFP certification. He also enjoys a good workout, shows on Netflix, and watching his hometown Lakers.

Education: University of California, Irvine (BA)

"...those times when you get up early and you work hard, those times when you stay up late and you work hard, those times when you don't feel like working, you're too tired, you don't want to push yourself but you do it anyway: That is actually the dream. That's the dream. It's not the destination, it's the journey. And if you guys can understand that, then what you'll see happen is that you won't accomplish your dreams. Your dreams won't come true, something greater will." -Kobe Bryant

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Get to know Joe

Most recent family photoshoot

My mama built me

New York is my favorite place I’ve been so far

I also love to hike

If you could visit anywhere in the world you've never been, where would you go?


What are you currently watching on Netflix?

Rewatching The Office again

What's your favorite movie?


What four individuals, living or dead, would you like to eat dinner with the most?

Kobe Bryant, Dr. King, J. Cole, The Rock