Guy A. Paredes, CPFA® RFC® RICP®
Director of Operations
Guy A. Paredes CPFA® RFC® RICP® is a dedicated Wealth Management Advisor with over 40 years of experience helping individuals and business owners build a secure and prosperous financial future. His personal mission is to guide clients in defining their financial and retirement goals, and then charting a course to reach them. Guy works tirelessly to be a trusted, valuable partner in each client's journey toward success.
Raised in a close-knit, working-class family as one of eight children in New Jersey, Guy learned the importance of thoughtful planning from his parents—his father, a church deacon, and his mother, a homemaker and healthcare worker. Their example of hard work and dedication to others deeply influenced Guy's career and his commitment to helping others achieve their dreams.
With a wealth of knowledge, experience, and a passion for helping others, Guy is always eager to share the wisdom he has accumulated throughout his career. Having worked with hundreds of clients, Guy understands the unique challenges each person faces, and his goal is to make every client feel confident and empowered about their financial future.
Guy Paredes has earned many professional designations and certifications in his field, including;
- Registered Financial Consultant (RFC)
- Investment Advisor Representative
- Graduate of Fairleigh Dickinson University Certified Financial Planning Program
- Multiple Securities registrations in several states including NJ, NY, and FL
- Health and Life Insurance Licensed in several states including NJ, NY, and FL
- Member, New Jersey Business and Industry Association (NJBIA)
- Member, Society for Human Resource Management (SHRM)
- Member, Institute of Management Accountants (IMA)
- Member, Philanthropic Advisors Network (PAN)
- Retirement Income Certified Professional RICP®
- Certified Plan Fiduciary Advisor CPFA®
- Former NJ Chairman and President of the International Association for Financial Planners(IAFP)