Michael Guaman, CFP®, is an experienced Phone Banker with a strong background in the financial services industry. They have held various positions, including Relationship Banker at Chase and Phone Banker 2 at Wells Fargo, and they interned at Financial Synergies Wealth Advisors. Michael holds a Bachelor of Arts in Political Science and Legal Studies from Texas Tech University and is currently enrolled in a dual MBA and M.S. in Personal Financial Planning program. With skills in asset management, risk management, and tax accounting, Michael has a keen interest in investments and asset management and is set to serve as a High Net Worth Financial Advisor at Vanguard in 2024.
Location
Dallas, United States
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