Orange, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Guardian Financial Partners, LLC
Team
Firm-wide stats for Guardian Financial Partners, LLC
About
Guardian Financial Partners provides investment advisory services to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and business entities, offering asset management, retirement plan consulting, referrals to third‑party money managers, and individualized portfolio management through wrap-fee accounts. The firm discloses that it generally charges percentage-of-assets fees and reported managing approximately $911.9 million in discretionary assets as of December 31, 2025.
The firm describes its advisory approach as fiduciary and client‑focused, emphasizing communication and tailored plans; it uses proprietary asset‑allocation models with five standard portfolio models and multiple “sleeves” (Equity, Tactical, Multi‑Alternative, and Fixed Income) and combines methods such as fundamental and technical analysis, Modern Portfolio Theory, and third‑party manager due diligence. For retirement plan consulting the firm assists plan sponsors with investment policy statements, investment monitoring, and participant education, and it performs initial and ongoing reviews when referring clients to outside managers.
Noteworthy distinctions include its role as a wrap fee program sponsor — the brochure states the firm “only offers wrap fee accounts” — and a scale of regulatory assets that results in AUM per advisor above typical team‑firm levels, a feature the firm notes and which is uncommon among peers. The firm also discloses use of compensated testimonials and endorsements under written agreements (with required disclosures to referred prospective clients) and reports receiving complimentary research benefits from a third‑party manager after placing client assets in that manager’s fund, arrangements it identifies as potential conflicts and discloses in the brochure.
Based on Guardian Financial Partners, LLC
Location
635 E. Chapman Ave.
Orange CA 92866
Advisors at this office
3
Advisors at this office
Hung N
CFP®, Series 63, Series 65
Orange, CA
Guardian Financial Partners, LLC
Hung Nguyen is a Certified Financial Planner® with 29 years of industry experience. He has been with Guardian Financial Partners, LLC since 2017 and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Guardian Financial Partners provides investment advisory services to individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, using proprietary asset-allocation models and a combination of fundamental and technical analysis.
Patrick G
Series 63, Series 65
Orange, CA
Guardian Financial Partners, LLC
Patrick Guinet is a financial advisor with Guardian Financial Partners, LLC in Orange, California, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Guardian Financial Partners since 2017 and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes a fiduciary, client-focused approach using proprietary asset-allocation models and offers services including asset management, retirement plan consulting, and referrals to third-party money managers.
Casey B
CFP®, Series 66
Orange, CA
Guardian Financial Partners, LLC
Casey Bartels is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Guardian Financial Partners, LLC with 19 years of industry experience. He joined Guardian Financial Partners in 2017 after a brief tenure at Wells Fargo Clearing. Guardian Financial Partners is a team-based firm that serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts. The firm employs a fiduciary, client-focused approach using proprietary asset-allocation models and combines fundamental and technical analysis with third-party due diligence.
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