Diego Guzman

Diego Guzman

Client Service Associate

714 787 6903

888 466 6420

diego@marigoldfp.com

I graduated from Corona High School in 2023, where I earned recognition through the STEM Healthcare Pathways and Dual Language Immersion programs. Through more than ten years in the DLI program, I developed strong Spanish literacy skills in reading, writing, and conversational fluency. Being bilingual has allowed me to better connect with and serve diverse communities, particularly within the Latino community.

For the past three years, I have been actively working in the financial services industry, gaining hands-on experience in client support, operations, and community engagement. I have contributed to various aspects of the business while building a solid foundation in financial planning and long-term wealth strategies.

I plan to transfer to California State University - Fullerton to further develop the knowledge and skills necessary for a career in financial planning. In addition, I want to earn a CFP designation. Inspired by my mother’s legacy, I am committed to upholding and growing our family business for decades to come.