Luis Guardia, CFP®, AIF®
A Family Firm With A Family Feel!
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Tuyyo Planning Group
Luis Guardia, CFP®, AIF®
Austin, TX
Serving Clients Nationwide
A Family Firm With A Family Feel!
Areas of Focus
- Employee Stock Options
- Estate Planning
- Giving
- Retiring Early (F.I.R.E)
- Taxes
About Me
Hi there, from the Guardia Family!I am Luis Guardia and I'm so excited to learn about your journey through life thus far.
My career in financial services began in 2009, after earning a Bachelor’s Degree in International Studies and Business from Texas State University. I also hold a Series 65 License – Uniform Investment Advisor Law Exam and have advanced my education by earning the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the Life Underwriter Training Council Fellow (LUTCF®), and I am a 2022 candidate for CFP® certification.
I was also elected and served six years on the Board of Directors to Austin’s National Association of Insurance and Financial Advisors (NAIFA) in various chairs from Treasurer to President of the Board. I am easy going and adore my family (Laura, Mia and Santi).
My goal is to demonstrate, in plain English, how we can deliver massive value by helping you make the most of your life with the wealth you have now, and how our planning approach will bring organization, clarity, and confidence to an otherwise messy, complicated, and intimidating subject: money.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- CERTIFIED FINANCIAL PLANNER™ Professional
- Life Underwriter Training Council Fellow (LUTCF)
Affiliations
-
Financial Planning Association
- FinCon
- National Association of Insurance and Financial Advisors
- FinCon
Primary Location
13317 Perthshire St
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Before committing your time, we start with a 15-20 minute phone call which will give us both a chance to make sure your situation matches our expertise. After all, you would not go see a Podiatrist if you needed back surgery.Offers Investment Management
Yes
About our Firm
We specializes in providing fiduciary and comprehensive ongoing financial planning and wealth management services to professionals, families, and retirees.Comprehensive services include:
✅ Clarification on Goals, Values, Principles
✅ Tax Planning
✅ Retirement Planning
✅ Social Security Analysis
✅ Investment Analysis
✅ Estate Planning
✅ Equity Compensation
✅Education Planning
✅Cash Flow Planning
✅Insurance Planning
✅Employee Benefits Optimization
Education
Texas State University- Bachelor’s Degree in International Studies and Business
Badges
Languages
- English
- Spanish
Hobbies and Interests
- Cooking
- Dancing
- Eating Out
- Exercising
- Family
- Reading
- Running
- Soccer
- Surfing
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Dual Income Family
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Immigrants
- LGBTQ
- Living in Retirement
- Muslim
- Newly Engaged / Newlywed
- Nonprofit Employees
- Parents
- Technology Professionals
- Women Professionals
- Young Families
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