Jake Guzman is the Director of Planning Execution at True Wealth Group. Jake takes immense pride in efficiently handling the daily operations of TWG, ensuring that our clients' planning items are handled in a timely manner.
Prior to working at True Wealth Group, Jake worked at FedEx Express for several years as a Courier team-lead and currently works as a professional musician alongside his duties at TWG. With an innate focus on precise execution and a drive to continually learn, Jake transitioned into the finance industry, seeking a fresh challenge.
Jake lives in the Phoenix area with his wife Carlee and two sons, Paxton and Eli. When he’s not at work, Jake loves playing basketball, reading books and spending time outside with his two boys.
Jake graduated from the University of Southern California (USC) in 2019 with a degree in Popular Music Performance. While in school, Jake maintained a management position for a school production company, excelled academically and was awarded for Excellent Musicianship by his instructors.