Pioneer Wealth Management Group
Anthony Guzman, CFP®, is a knowledgeable Wealth Advisor at Pioneer Wealth Management Group since October 2020, a firm committed to providing high-quality financial advice as a fee-only fiduciary. Prior experience includes serving as a Paraplanner and Client Service Associate at Lucien, Stirling & Gray Advisory Group, Inc. from July 2019 to September 2020, where comprehensive financial planning services were provided. Anthony's earlier roles include 2017 Corps Member at Teach For America, a Financial Planning Intern at Mariner Wealth Advisors, Portfolio Consultant at Texas A&M University's Mays Business School, and an intern in Audit Services at USAA. Anthony holds a Bachelor of Business Administration with a focus on Accounting from Texas A&M University.
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Pioneer Wealth Management Group
We are a fee-only financial planning firm, helping individuals and small businesses accomplish financial objectives. Our services include: comprehensive financial planning, investment management, tax planning, college planning, estate planning, insurance planning, cash flow management. Pioneer Wealth is committed to guiding our clients through all financial issues so they can live a life free from the stresses and worries of finances. Our mission is to help create a comfortable and trusting environment for those whom we serve.