Christopher Guzmán, APMA™, BFA™
Senior Wealth Advisor
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Background
Christopher brings 11 years of Financial Advisor experience and 15 years of financial industry experience. His background includes both banking as well as Private Wealth Management, and he currently holds his Series 7, 63, and 66 licenses, as well as his Life and Health insurance credentials.
He also carries the Accredited Portfolio Management Advisor (APMA) and Behavioral Finance Advisor (BFA) designations. He earned his Bachelor’s degree in Criminal Justice/Pre-Law from New Mexico State University.
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
Get in touch with Christopher Guzmán