Beau McGuire
Financial Advisor
CFP®
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.
The father of two young boys, Beau and his wife, Tessa, live in Orangevale, CA. Dedicated to giving back to his community, Beau has volunteered with the American Association of Retired Persons (AARP) to help assist individuals with their Social Security questions. He enjoys spending his free time playing golf, cooking, and coaching his kids’ sports teams.
To truly understand my clients’ wants and needs, I take the time to listen to their goals, concerns, dreams, and fears. Because I believe that in order to provide the best advice, I must first gain a deep understanding of their unique situation. By doing so, I can offer guidance that is tailored to their individual circumstances, helping them make informed, confident decisions.
My goal is to make this process as clear and stress-free as possible with an approach rooted in empathy, respect, and a genuine care. I’m committed to putting their needs first, meaning I offer advice and recommendations that are aligned with their priorities. It’s not just about numbers for me; it’s about making sure my clients feel supported and confident in every decision they make.
The best part of being a financial advisor is being able to make a profound, positive difference in someone’s life. The greatest compliment I can receive is when a client thanks me for making their life better. This sense of gratitude drives me every day to serve my clients with the utmost compassion, dedication, and commitment to their long-term success. I’m deeply motivated by knowing that the guidance I provide can have such a meaningful impact on their financial journey.
I thrive on providing people with peace of mind and making sure I provide the best advice possible based on each client's unique situation.
Latest Insights
From Severance to Strategy: Wealth Moves for Executives After a Layoff
When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …
Read more
When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk
Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …
Read more
The Legacy Plan Disruptor No One Talks About: Long-Term Care
You planned for everything. Except this. Discover what long-term care can do to even the best-designed estate.
Read more
