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Beau McGuire

Financial Advisor

Designations: CFP®

  916-482-2196

  Roseville, CA

Allworth advisor Beau McGuire is a CERTIFIED FINANCIAL PLANNER™ professional who graduated summa cum laude from California State University, Sacramento, with a Bachelor of Science degree in Business Administration and an emphasis in Finance. An avid volunteer, Beau has spent ample free time at the region’s Food Literacy Center, which teaches children about the benefits of healthy eating.
 
The father of two young boys ages four and one, Beau and his wife, Tessa, live in Orangevale, CA. Beau has also volunteered with the American Association of Retired Persons (AARP) to assist individuals with their Social Security questions.

Allworth advisor Beau McGuire is a CERTIFIED FINANCIAL PLANNER™ professional who graduated summa cum laude from California State University, Sacramento, with a Bachelor of Science degree in Business Administration and an emphasis in Finance. An avid volunteer, Beau has spent ample free time at the region’s Food Literacy Center, which teaches children about the benefits of healthy eating.
 
The father of two young boys ages four and one, Beau and his wife, Tessa, live in Orangevale, CA. Beau has also volunteered with the American Association of Retired Persons (AARP) to assist individuals with their Social Security questions.

“Growing up, I had a lack of financial literacy and I wanted to know more about finances. Moreover, my immediate family made poor financial decisions and I saw first-hand how it impacted them. These experiences helped shaped my desire to learn as much as I can about financial planning and pass that knowledge along to others.”

- Beau McGuire, Allworth Financial Advisor

More About Beau:

  • Beau loves to cook and enjoys having the help of his two boys in the process.
  • A huge fan of sports, Beau supports the Green Bay Packers, Sacramento Kings, and Oakland Athletics.
  • He often enjoys riding bikes with his family and going on hikes in the Greater Sacramento area. 
  • Beau has presented several financial information workshops at local underserved high schools in hopes to increase the student’s financial literacy.
  • He works closely with Pacific Gas and Electric employees to ensure they are maximizing their working years and are setup for retirement. 
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About Allworth

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30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better. Because you—and your money—deserve better.

We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.

97% of Clients Stay With Us2

23,000+ Clients

Best in Class Advisors

NBRI3

Best in Class Ethics

NBRI3

30 Years in Business

$19 billion AUM4

Top 100 RIA Firm

Barron's1

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At Allworth, we deliver uncompromised financial and investment guidance so people can live rich and meaningful lives.

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1 Barron’s 2020 Top 100 RIA Firms. Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. 

2 Retention Rate Source: Allworth Internal Data, FY 2022

3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

4 As of 1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $19 billion in total assets under management and administration. 

5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

6  2021 Value of an Advisor Study / Russel Investments

7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.