DA

Daniel Guillen, AIF®

Partner, Managing Director at MGO Private Wealth

Daniel Guillen is currently a Partner and Managing Director at MGO | Private Wealth, where they bring deep expertise to and serves the unique needs of founders, entrepreneurs, real estate investors, and ultra-high net worth families. Before joining MGO | Private Wealth, Daniel founded Sentry Pacific Financial Group in 2013, where they helped individuals transition to their envisioned retirements through collaboratively designed strategies and curated advisory services.

Daniel Guillen, AIF® attended the College for Financial Planning from 2011 to 2013. However, information about their degree or field of study during this time is not provided. Additionally, they also attended UC San Diego, but no specific timeframe or details about their degree program or field of study are mentioned.

Links

Org chart

Peers

Timeline

  • Partner, Managing Director

    November, 2021 - present

View in org chart