Daisy Guzman

Daisy is responsible for the analysis of client investment portfolios for The Wealth Office^®. She assists in the servicing of clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. Prior to joining the firm in 2024, Daisy was a Work Place Planning Consultant at Fidelity Investments. She graduated with a BA in International Business and Economics from the University of North Texas and is in the process of obtaining her MBA. Her interests include traveling and trying new restaurants.