J.F. Williams Co., Inc.
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
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.
Juan Guevara is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Juan Guevara is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Juan Guevara is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Juan Guevara
1120 N Lincoln St
Denver, CO 80203