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ADRIAN GUZMAN

PORTFOLIO ANALYST / OPERATIONS ASSISTANT 

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Adrian supports Nexus Strategic Wealth by helping to coordinate the firm’s ongoing portfolio & strategy research efforts.  He also plays a critical role in helping us maintain our exceptional client-focused service and professionalism.

 

Prior to joining Nexus Strategic Wealth, Adrian accumulated years of administrative experience helping to manage his family’s successful landscaping business. This role eventually led to the acquisition of a second company and the creation of a business succession plan, coordinated by him.  This prior role, his more recent years of experience in the insurance & financial planning fields, and his intuitive ability to effectively layer critical thinking and creativity are a big part of what makes him an invaluable member of our team.


Adrian’s free time is spent with his wife Rosa and their son, Jacob. He loves to travel and be outdoors when at all possible. When he does spend time indoors, you will find him engaging in his other passions photography and engineering music.

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