Jared  Daniel,  CFP<sup>&reg;</sup> - Financial Advisor

Jared Daniel, CFP®


Financial Planner

Wealth Guardian Group

1757 E Baseline Road, Suite 118
Gilbert, AZ 85233
(480) 987-9951


Jared Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Guardian Group in Gilbert, AZ and the surrounding communities.

Financial Advisor Overview

A financial plan includes a lot more that just you investment accounts, yet it seems that many of my competitors that's all they focus on. I identified early on in my career that to create a reliable financial plan that other factors have a huge impact such as your tax rate and tax circumstances, how you will actually transfer your assets to your beneficiaries. Ensuring that insurance products are competitively priced yet safe and reliable. So with this information I created Wealth Guardian Group which really is a group of collaborating companies to bring all the pieces of the puzzle to one place. Here we not only create a Financial Plan and manage your money, but we also prepare your tax return, and help you will tax planning, we help you with your estate plan, and actually prepare Living Trusts, Wills and other legal documents to make sure things happen the way you wish, we provide insurance products, in fact we work with over 120 insurance companies to make sure you are matched with the best. Our firm will bring everything together for you and will manage it all for you.


Financial Advisor Experience

I started out working for BankOne before Chase acquired them, I was a relationship banker, after working for other companies I realized the only way to provide my clients with the service I felt they deserved was to start my own independent practice, in 2007 I created the Wealth Guardian Group, and have been providing comprehensive Financial Planning ever since. I am currently a CFP (Certified Financial Planner, a CRPC (Chartered Retirement Planning Counselor), a IRS Enrolled Agent, and a Certified Legal Document Preparer.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances


Helpful Financial Planning Resources