Broker Check

The Team

Our Commitment to You

"We value long-term client relationships, and we welcome the challenge of meeting your changing needs. In a world where change is constant, you can count on us to meet your insurance and investment needs now and in the years ahead."

Partners

Joseph Del Guercio CLU® , ChFC®

Partner | Investment Advisor Representative

609-986-2108

877-JOESFAX

jdelguercio@financialguide.com

Joe has been in the financial services industry since 1986. He graduated from Seton Hall University with a B.S. in Finance. Joseph currently holds the designation of Chartered Financial Consultant (ChFC®) and Chartered Life...

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David Maurer, CFP®,ChFC®,CRPC®, MBA

Partner | Investment Advisor Representative

609-986-2106

davidmaurer@financialguide.com

David has been in the financial services industry since 2000. He graduated The College of New Jersey with a B.S. in Finance and then received an MBA in Corporate Communications from Fairleigh Dickinson University. He currently holds...

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Associates

Brandon Martin

Financial Planner | Investment Adviser Representative

609-986-2109

brandonmartin@financialguide.com

Brandon has been in the financial services industry since 2017. He graduated Summa Cum Laude from Ramapo College with a B.A. in Law and Society. In addition, he received an M.A. in Higher and Post-Secondary Education Administration...

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Kristina Phillips

Registered Representative

732-751-3064

kristinaphillips@financialguide.com

Kristina has been in the financial services industry since 2006, spending 16 years working for some of the largest banking institutions in the country, including Chase and Wells Fargo. She is Series 6 and 63 securities registered and...

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