Chris Guzman has been a financial professional since 2013. He began his career helping families organize their finances and now specializes in guiding dental practices and business owners through strategic financial processes.
Clients work with Chris because he listens first, takes the time to understand their goals, and delivers tailored guidance on tax-efficient, qualified strategies. His focus includes defined benefit cash balance pension plans, profit sharing, and 401(k) solutions designed to help clients defer more income, optimize taxes, and strengthen long-term financial strategies.
For clients, this goes beyond a traditional process—it creates an opportunity to contribute significantly above standard 401(k) limits while building meaningful retirement savings and financial stability for both their business and family. By working with Chris and his team of specialists, clients gain clarity, confidence, and the assurance that their strategies are structured to optimize benefits while managing risk.
Outside of work, Chris enjoys spending time with his wife and children, traveling, exploring new cultures, or simply relaxing at home. Business owners interested in exploring financial strategies are welcome to connect with Chris over coffee or lunch. He can be reached at 925-783-5829 or christopher.guzman@westpacwealth.com.
Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Partners, LLC. CA Insurance License Number - 0G32778. | 8892962.1 Exp. 04/28