Guillermo is an established financial advisor with more than 15 years of experience. Before starting his career as a financial advisor, he held different positions in international banks. He is well-suited to the advisor role as it combines his deep technical knowledge and specialized expertise with his congenial nature and strong interest in building personal relationships. He concentrates on retirement planning because this is where he provides the greatest value: serving people in or near retirement and supporting retirement plan sponsors of small and medium size businesses.
Guillermo is a Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA™) and a Certified Investment Management Analyst (CIMA®) which was earned with the joint support of the Wharton School of Business (University of Pennsylvania) and the Investment and Wealth Institute (IWI). CIMA® is an international certification that signifies that he has met initial and ongoing experience, ethical, education, and examination requirements for investment management consulting. Together, these credentials demonstrate his commitment to the highest standards of professional excellence and integrity. He holds FINRA Series 7 and 66 registrations, as well as life and health insurance licenses in Florida, Massachusetts, Pennsylvania, and New Hampshire, and advisory registrations in New York. Guillermo also holds a degree in Public Accounting and Marketing from UADE (Argentina) and a graduate degree in Finance from Universidad de San Andrés (Argentina).
As an independent fiduciary advisor with Apex Wealth Group, based in Westwood, Massachusetts, Guillermo is committed to acting in the best interests of each client he serves. Through the firm’s affiliation with LPL Financial, he has the flexibility to design investment and planning solutions tailored to each client’s unique goals—without being limited by proprietary products or constraints.
Guillermo enjoys solving complex financial problems and is known for explaining sophisticated concepts in clear, practical language. His entrepreneurial mindset, strong work ethic, and passion for financial planning have been central to the growth of his practice and the trust he builds with clients.
Guillermo lives in Massachusetts with his wife, Stacy, and their daughter, Isabella. Outside the office, he enjoys spending time outdoors with family and friends, including skiing, kayaking, biking, and staying active whenever possible.
