Financial Gravity Companies and its subsidiary, Forta Financial Group, announced that Daniel Guillen has joined their organization.
Daniel Guillen explained, “I wasn’t looking to move RIAs. When I was introduced to Scott Winters (CEO), I was skeptical that he could offer all that he was promising – innovative technology to help clients visualize, decide upon and own the real risk present in their portfolios, an investment widget that simplifies the allocation process so clients can easily understand, a fully capable CRM wizard that auto-populates everything from the risk tool, to the IA agreement to the custodial account application all in one DocuSign. In my 24 years in the industry, I’ve seen my share of promises. He’s managed to pull it off and I’m excited to see what he pulls out of his hat next.”
Recommended AI News: SpotX Makes Strategic Investment In SpringServe, Leading Independent Ad Serving Platform For OTT And CTV
Guillen added, “We will bring 289 accounts, with over $51 million in AUM (Assets Under Management).”
Daniel Guillen is an accomplished executive offering progressive experience as a family wealth and business advisor. He frequently lectures on investment and personal finance topics. He is currently teaching at San Diego Christian College and Southwestern College where he is also a member of their foundation board of directors. Daniel is an Accredited Investment Fiduciary (AIF®).
Recommended AI News: DSS Announces Its AuthentiGuard As A Service Anti-Counterfeiting App Is Available On The App Store
Comments are closed, but trackbacks and pingbacks are open.