Jake Guzman is the Director of Planning and Execution at True Wealth Group, where he oversees daily operations and keeps client planning items on track. He also leads client review meetings and supports the ongoing planning process, helping align clients’ evolving priorities with clear next steps.
Before joining True Wealth Group, Jake spent several years as a courier team lead at FedEx Express. He graduated from the University of Southern California in 2019 with a degree in popular music performance and continues to work as a professional musician. His background in operations, music, and client service shapes his detail-oriented, people-focused approach, emphasizing precise execution, process improvement, and continual learning.
Jake lives in the Phoenix area with his wife, Carlee, and their three sons, Paxton, Eli, and Brooks. Outside of work, he enjoys playing basketball, reading, and spending time outdoors with his boys.