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Denise D
Series 66, Series 65
Tiburon, CA
Guardian Investment Management
Denise Doley is a financial advisor at Guardian Investment Management with 7 years of industry experience. She holds Series 65 and Series 66 designations and has been with Guardian Investment Management since 2014. Prior to that, she worked at California Mortgage Advisors from 2012 to 2016. Guardian Investment Management serves individual and high-net-worth clients, as well as trusts, charitable foundations, retirement plans, estates, and corporations. The firm employs a conservative, long-term investment approach focused on capital preservation and uses fundamental analysis to manage a concentrated portfolio of large-cap, G7-domiciled companies.
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