Juan J. Guevara

Juan J. Guevara

| CFP®

J.F. Williams Co., Inc.

(303) 753-4506

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Fee-Only Financial Planner serving the Denver, CO area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

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1120 N Lincoln St
Ste 1603
Denver, CO 80203

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Juan Guevara is a Denver, CO Fee-Only Financial Planner serving Denver and all surrounding areas. J.F. Williams Co., Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Juan Guevara is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Juan Guevara joined J.F. Williams Co., Inc. in January 2016.  He has prior experience in personal financial planning from different large financial institutions.  Throughout his career, he has developed great skills in client relationships, direct one-on-one service and financial planning.  At J.F. Williams Co., Inc.  Juan will act as the Associate Financial Planner offering research and analysis to the financial planning and portfolio management process.  His goal is to enhance our client experience by working closely with Matt and Jim to help clients reach their goals. 

Juan graduated from California State University – Northridge with a degree in business administration – finance.  He completed Kaplan University’s CFP® Board-Registered Education Program and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2016. He is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.

Juan’s interests outside of work are spending time with his family, soccer, do-it-yourself projects, cooking and music.

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Since 1995, J. F. Williams Co., Inc. has focused on helping people manage their money to tend to their life. We build long-term client relationships that feel calm and comfortable, informed and relaxed. We connect your financial and personal affairs – your assets and your aspirations – and we help you prepare for and transition through life’s obstacles.

Integrated oversight for your patchwork of pursuits

Throughout your life well lived, you’ve accumulated your favorite people, places, interests and experiences. You’ve also accumulated investments, spending habits, insurance policies, estate planning documents. Then there are all those specialized names and numbers you must call for each concern.

What’s missing is advisory oversight: a seasoned expert to help you gather your parts into a seamless whole. At J.F. Williams Co., Inc., we dedicate ourselves to stitching together your financial affairs, smoothing out financial gaps and overlaps, and weaving your material wealth into the fabric of your personal pursuits. Our integrated services include:

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Transition Planning

It begins with a plan.

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