Jonathan Guzman serves as our President. For over 19 years, he has served his clients in the financial services industry, Jonathan started this journey in the retail banking field in 2003 and after a very successful 7 years span, 2010 came as a very special year, he was presented with what he calls a life-changing opportunity.

 

As he describes it “I found my passion, It felt like my true calling, being able to touch as many lives as possible

and making an everlasting impact on their financial well-being- became the most rewarding professional experience in my life – simply my mission”.

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This new chapter began by joining New York Life, where he started as an agent, then a registered representative with NYLIFE Securities LLC, he spent all these years obtaining all the licensing requirements and education needed to better serve his clients until becoming a financial advisor, with the idea to start his own financial firm, RANDA WEALTH STRATEGIES.

Going on 8 years of constant and continuing training and education himself, he has built his long-life dream, a fully independent RIA boutique firm, which focuses on his most valuable asset – You.

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His holistic fee-based financial planning model emphasizes adhering to the highest ethical standards, providing transparency to his clients has resulted in the cornerstone of Jonathan’s practice. 

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Jonathan received degrees in Business administration and Graphic Design prior to starting his financial services career. He has earned the designation of Retirement Income Certified Professional (RICP®) from The American College and holds a securities license in multiple states including PA, NJ, NY, CT, DE, MD, VA, FL, CA, Some of the prestigious awards and recognition Jonathan has garnered within his industry including as a qualifying member of the Million Dollar Round Table (2011-2021)  He is a member of the National Association of Insurance and Financial Advisors (NAIFA).

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In his free time, Jonathan enjoys exercising, drawing, traveling, sports, volunteering, and spending time with his wife, Luisa, and his son, Jean-Anthony, who recently graduated from Penn State University obtaining his chemical engineering degree, He loves English Bulldogs and hopes he can a new furry buddy in the near future after the passing of his beloved Brooklyn.

 

He is an avid soccer player. loves to draw and travel around the world. His travels have taken him to over 25 different countries including Europe, Africa, and the Americas.