Guillermo Alberto, CFP®, CIMA®
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 because this is where he feels he can provide 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. Both designations testify to his dedication to the highest possible standards of professional excellence and integrity. He holds Series 7 and 66 licenses; life and health licenses in Florida, Massachusetts, Pennsylvania, and New Hampshire; and a license for advisory services and investments in New York. In addition, he holds a Public Accountant and Marketing degree from UADE (Argentina) and a Graduate degree in Finance from UdeSA (Argentina).
Guillermo is committed to be a fiduciary and provide the maximum possible value for each individual, family or business he works with as an independent advisor. He appreciates the flexibility and freedom he has with Apex Wealth Group in affiliation with LPL Financial to create investment solutions that are precisely tailored for each person’s needs without being limited by proprietary constraints.
Guillermo thrives on the challenge of solving problems and enjoys explaining complex topics in language that’s easy for people to understand. Hard work, an entrepreneurial spirit, and his passion for the financial services profession combined with his natural ability to connect with people have helped him build his business.
Westford, Massachusetts is home to Guillermo, his wife, Stacy, and daughter, Isabella. Outside the office, he enjoys the outdoors and spending time with friends and family skiing, kayaking, biking, and playing sports of any kind.