Daniel Guillen - Founders Group – Business Succession Planning, Transition and Exit Planning Valuation

Daniel Guillen, Certified Founders Group Associate

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An Entrepreneur’s Business Succession Journey

About Daniel

Daniel Guillen
email: Daniel@IPWAdvisors.com
tel: (858) 338-3498 (mobile)
web: https://ipwadvisors.com

Co-Founder and COO

Daniel knows there is no “one-size-fits-all” approach to wealth management, which is why he takes a holistic look at your unique needs to create a comprehensive plan, optimizing your wealth and legacy for current and future generations.

 

How I Deliver Value to You

In my own life, I actively live by and teach on the timeless stewardship and investment principles of planning, saving, and investment within a framework of honor and legacy. I am proud to help my clients achieve this streamlined mindset by maximizing their enterprise value, mitigating risks, and facilitating transitions of their businesses and other appreciated assets, all while incorporating the desired cash flow and tax minimization strategies.

 

I have earned the Accredited Investment Fiduciary (AIF ®) designation acknowledging a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility. I also hold a Certified Exit Planning Advisor (CEPA ®) designation, an executive, MBA-style program that trains and certifies qualified professional advisors in the field of exit planning for business owners. This allows me to serve you with the confidence you need, trusting me to help manage your dynamic wealth and achieve your dreams and goals.

 

Passionate about giving back, I’m active in a range of civic and philanthropic organizations and hold multiple board positions.

 

Prior to co-founding International Private Wealth, I founded Sentry Pacific Financial Group, where I helped individuals transition to the retirements they envisioned through collaboratively designed strategies and curated advisory services.

 

Education

  • College for Financial Planning, CFP Certification Professional Education Program

 

Associations and Designations

  • Accredited Investment Fiduciary®
  • Certified Exit Planning Advisor ®
  • Board Member, Family Health Centers of San Diego
  • Board Member, Southwestern College Foundation
  • Board Member, Christian Unified Schools of San Diego
  • Board Member, David’s Harp Foundation
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