An independent Financial Advisor whose first priority is you.

 

When you work with Guncheon Financial, we sit on the same side of the table, and there's no third party in the room: no insurance company, no financial company, no investment company, no mutual fund company.

We focus on your needs, your values, and your concerns, goals, and dreams. Whether it's an insurance policy or a comprehensive financial plan, we do for you what we would do for ourselves. That's called being a fiduciary.

I'm here to help you:

  • Plan for retirement & make your retirement savings last

  • Provide for your children’s or grandchildren’s education

  • Build wealth and create a legacy for your family

  • Protect your family using insurance: life, disability, long-term care

Page through our website to find some answers you might be looking for.

Then let's talk. No pressure, no obligation, and no cost for our first meeting.
 

   

 
 
Integrity  -  Objectivity  -  Competence  -  Confidentiality  -  Diligence