The Wealth Guardian Group is an independent, privately-owned, fee-based registered investment advisor located in Phoenix, Arizona. Our goal has always been, and always will be to treat all of our clients in every aspect that would provide for a fulfilling Financial Planning experience. Each of our clients enjoys the time and attention to detail, that will result in strategies that will increase efficiency in their financial journey.
We commit the time and resources to stay current with the constantly changing rules, regulations, laws, and concepts that afford a superior financial planning experience. We will offer our dedication through honesty, integrity, transparency, and ethical behavior.
Our expertise focuses on financial strategies that support all financial stages of life. Some of our strategies include; enhanced accumulation, improved distributions, asset protection, wealth plan performance and multi-generational wealth transfer through legacy planning. Recommendations are made in a fiduciary capacity, solely in the interest of providing the highest value and benefit for each unique client’s goals, risk toleration, time horizon, and objectives.
JARED R. DANIEL, CFP® CRPC® EA
FOUNDER & PRESIDENT
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 a member of the National Ethics Bureau (www.ethicscheck.com), an organization that promotes consumer confidence by providing a source to verify business ethics for financial and insurance advisors. 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. FPA is the Heart of Financial Planning™ and represents a promise of financial well-being, hoping to create a world where everyone thrives and prospers. Jared earned his Bachelor of Science in Business Finance with an additional major of Business Management from University of Phoenix.
PRESIDENT OF THE WEALTH GUARDIAN HOPE FOUNDATION
The Founder and President of the Wealth Guardian Hope Foundation is Alisa L. Daniel, Alisa is committed to the community and has devoted her time and expertise to providing essential financial education and assistance to families that are lost in the battle of unforeseen circumstances and need help getting back on their feet.
Alisa earned her an Associate’s Degree in General Student from the University of Phoenix, and also obtained an Associate’s Degree in Paralegal Studies from the National Paralegal College. Alisa also hold a Life Insurance License in the state of Arizona.
As Wealth Guardian Group’s office manager, Annick manages all aspects of customer service ensuring that each client is given the attention and each process is completed. Annick’s attention to detail, strong multi-tasking ability, and adaptability has strengthened the Wealth Guardian Family of companies.
Annick obtained a degree in Applied Science with a specialty in Legal Studies from Phoenix College. Annick specializes in Business Creation and Probate. Annick is also a Notary Public in the State of Arizona.
Brittany is the first person to greet you when you call or walk into our office. She manages our office calendar, as well as assisting in a variety of services such as bookkeeping, tax preparation, trust preparation and other projects as required. Brittany is also a Notary Public in the State of Arizona.
REAL ESTATE SPECIALIST
Our Firm’s Real Estate Specialist is Brad Welchman. Brad specializes in Residential, Commerical, and Investment Real Estate transactions to provide the Wealth Guardian Advisory with Realty Investment Options. Brad has also been a licensed insurance producer for the past 8 years and specializes in Life and Annuity Insurance.
Brad obtained his Bachelor’s Degree in Business Management and his Masters in Business Administration from the University of Phoenix.