When you think about your future, what do you want to accomplish, what are your goals, and how can we help make it a reality? From creating a family legacy to preparing for retirement to pursuing travel and entertainment, we use our experience to support the needs and wishes of our clients. You decide what you want your life to look like, and we help you get there.
Guardian Financial Consultants isn’t just a name. It’s imbedded in who we are and what we do.
Guardian—we look after and protect the welfare of our clients. Financial—money: earning it, growing it, and protecting it. Consultants—helping clients make informed and strategic decisions
Guardian Financial Consultants offers comprehensive financial guidance. Our team of professionals will help you create a well-thought-out strategy to help you address your financial needs and concerns. While investing is a large component of what we do, creating a tax efficient foundation for those investments is as equally important to reaching your financial goals.
A happy, worry-free retirement is the goal, but we know all the hard work and planning that it takes along the way to get you there. Consider Guardian Financial Consultants a member of your Board of Directors, not just at work, but for all financial decisions that impact your life. We want a seat at the table.
We know what keeps you up at night; that’s why risk management transcends every decision we make. Investing isn’t one size fits all, as every client is unique. While the tools may be similar, the implementation strategies are not. We take a forward-looking, data-driven approach to investing with traditional assets like stocks and bonds. Still, we also utilize nontraditional assets to reduce volatility and provide downside protection. Our process is ongoing and ever-evolving, just like the data we use to guide investment decisions.
We take managing our client's financial well-being very seriously, but we also prioritize the client experience. We make many important decisions together and forge relationships that often span generations. Our advisors are experienced, knowledgeable, and credentialed, but most of all – we are approachable. We help our clients set the financial foundation for an enjoyable future, and we think the planning process should be enjoyable, too.
As Managing Director and Financial Advisor for Guardian Financial Consultants, Jordan focuses on developing lasting relationships with clients that transcend generations. A seasoned advisor with more than 20 years of experience in the financial industry, he is responsible for designing, implementing, and monitoring client investment strategies while implementing comprehensive wealth planning.
Before founding Guardian Financial Consultants in 2022, Jordan worked with Raymond James as Senior Vice President of Investments for seven years. His previous experience also includes serving as a managing director at a boutique registered investment adviser firm in Los Angeles. Jordan was instrumental in integrating the firm’s investment process and philosophy into a successful investment strategy, which in 2011, he launched into a subadvisory program that provided access to financial advisors at some of the world’s largest broker/dealer firms.
Earlier, Jordan worked at Solomon Smith Barney, where he became one of the founding partners of The Wilshire Group at Smith Barney/Citi Family Office in Beverly Hills. He managed more than $1.5 billion in assets and liabilities in his role and conducted institutional syndicate and large equity block and option trading. In addition, he provided traditional family office services for his clients, such as cash flow analysis, personal balance sheets, net worth statements, and consolidated investment statements. Jordan earned a bachelor’s degree from the University of Arizona and is an Accredited Investment Fiduciary® and Wealth Management Specialist.
Jordan has served on the board of advisors for the Early Childhood Parenting Center and the steering committee for the Cedars-Sinai Sports Spectacular. He has also coached his son’s little league baseball team. Born and raised in San Diego, Jordan now lives in Los Angeles with his beautiful wife, Samantha, and their two amazing children, Jackson and Madison.
Eduardo is a highly perceptive individual who excels at developing lasting client relationships. As an Accredited Investment Fiduciary® and a Chartered Retirement Plans Specialist®, Eduardo specializes in corporate retirement plans, profit-sharing plans, interest rate swaps, and captive insurance plans.
Eduardo holds a Bachelor’s degree in finance from California State University, Northridge and is currently working on his masters in financial planning at California Lutheran University.
A California native, Eduardo grew up in Santa Clarita- a suburb north of Los Angeles and now lives in West Hollywood.
John Vrablic founded T.I.P.S. 4 Reps in 1995 with the goal of specializing exclusively with Manufacturer’s Representatives.
He counseled many MANA (Manufacturer’s Agents National Association) members through a financial planning firm in Cleveland.
In 2000, T.I.P.S. 4 Reps became 100% independent. T.I.P.S. 4 Reps began to expand and work with reps in the manufacturer’s equipment field and, from there, with food service agencies.
Since then, T.I.P.S. 4 Reps has grown to represent reps in numerous industries and has become known as one of the leading experts in Tax, Investment, Pension, and Succession Planning for reps.
John Vrablic is married to Denise Vrablic, and they reside in Avon, Ohio. They have five beautiful children, and John’s hobbies include coaching soccer for the local community.
Throughout a noteworthy career in the financial services industry that spans more than 30 years, Lisa established herself as a knowledgeable guide for family offices, multigenerational families and high-net-worth clients. Getting to the heart of what clients find meaningful is her passion. She facilitates often-challenging conversations around inheritance, estate planning and financial education, striving for a deeper level of harmony. In support of this purpose, she co-authored a children’s book, “Treasures in the Winter Vault.”
Before joining Raymond James in 2011, she held senior vice president positions at Wed bush, Citi Smith Barney, Morgan Stanley and Imperial Capital. Her educational background includes an MBA from Pepperdine University and a bachelor’s degree in psychology from the University of California, Los Angeles, where she earned a professional financial planning designation. She is an Accredited Investment Fiduciary®. Lisa has written and lectured on many financial topics and has been interviewed by various Los Angeles radio and television stations. In April 2021, she hosted a Barron’s in Education session at UCLA.
An early pioneer of the open architecture approach to financial planning and investing that enables objectivity, she incorporates many disciplines in her comprehensive strategies. This includes personal financial planning and cash flow modeling, investment management, insurance planning, estate planning, philanthropy, tax planning and family office services. She views clients’ foundations as an extension of their families and treats them with care and skill. Giving to others is a priority for Lisa, and she has taken an active role in community associations in her native Beverly Hills. She serves as a board member for Partners for Pediatric Vision and the Westside Family Health Center.
Do you have questions for Guardian Financial Consultants and want to get in touch? Give us a call or email us at any time. We are here to serve you.
Contact:
(O) 310.255.4445
(E) info@guardianfc.com
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