The Team
Partners
Joseph Del Guercio CLU® , ChFC®
Partner | Investment Advisor Representative
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...
David Maurer, CFP®,ChFC®,CRPC®, MBA
Partner | Investment Advisor Representative
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...
Associates
Brandon Martin
Financial Planner | Investment Adviser Representative
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...
Kristina Phillips
Registered Representative
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...
Team Support
