Business
Daniel Guillen in San Diego Joins Forta Financial Group and Financial Gravity Companies
Daniel Guillen in San Diego Joins Forta Financial Group and Financial Gravity Companies.
About this update from Financial Gravity Companies, Inc.
[{"type":"text","content":"\n\n\n\nDaniel Guillen in San Diego Joins Forta Financial Group and Financial Gravity Companies\n\n/* Style Definitions */\nspan.prnews_span\n{\nfont-size:8pt;\nfont-family:\"Arial\";\ncolor:black;\n}\na.prnews_a\n{\ncolor:blue;\n}\nli.prnews_li\n{\nfont-size:8pt;\nfont-family:\"Arial\";\ncolor:black;\n}\np.prnews_p\n{\nfont-size:0.62em;\nfont-family:\"Arial\";\ncolor:black;\nmargin:0in;\n}\n\n\n\n\n\n\nDaniel Guillen in San Diego Joins Forta Financial Group and Financial Gravity Companies\nPR Newswire\nAUSTIN, Texas, July 23, 2020\n\n\n\nAUSTIN, Texas, July 23, 2020 /PRNewswire/ -- Financial Gravity Companies (OTCQB: FGCO) and its subsidiary, Forta Financial Group, announced that Daniel Guillen has joined their organization.\nDaniel Guillen explained, \"I wasn't looking to move RIAs. When I was introduced to Scott Winters (CEO), I was skeptical that he could offer all that he was promising - innovative technology to help clients visualize, decide upon and own the real risk present in their portfolios, an investment widget that simplifies the allocation process so clients can easily understand, a fully capable CRM wizard that auto-populates everything from the risk tool, to the IA agreement to the custodial account application all in one DocuSign. In my 24 years in the industry, I've seen my share of promises. He's managed to pull it off and I'm excited to see what he pulls out of his hat next.\" \nGuillen added, \"We will bring 289 accounts, with over $51 million in AUM (Assets Under Management).\" \nDaniel Guillen is an accomplished executive offering progressive experience as a family wealth and business advisor. He frequently lectures on investment and personal finance topics. He is currently teaching at San Diego Christian College and Southwestern College where he is also a member of their foundation board of directors. Daniel is an Accredited Investment Fiduciary (AIF®).\nAbout Financial Gravity CompaniesFinancial Gravity Companies is a parent company of financial services companies including brokerage, wealth management, estate planning, family office services, risk management, business and personal tax planning, business consulting, and financial advisor services. Financial Gravity's mission is to synergistically bring together companies that create symbiotic advantages to each other in order to ...