GUARDIAN FINANCIAL PARTNERS - Key Persons

Casey S. Bartels

Job Titles:
  • Founding Partner
  • Financial Planning

Hung P. Nguyen

Job Titles:
  • Founding Partner
  • Operations

Jannette Lacsamana

Job Titles:
  • Administrative Assistant

Matt Meyer

Job Titles:
  • Strategic Partner - Synchronize
Matt Meyer is a twenty-year veteran of the insurance and financial services business. Matt has had the opportunity to gain extensive experience consulting large organizations on their employee benefit programs, assist high net worth families in the estate planning process, and provide overall guidance to advisors, CPAs, and estate planning attorneys. Matt works with advisors and clients to structure and model transactions, general financial strategies and examine the short and long-term products utilized for risk mitigation. Matt lives in Palos Verdes Estates, California, and studied at the University of Kansas.

Pat Guinet

Job Titles:
  • Founding Partner
  • Investment Management
Pat has been a financial services professional since 1986, beginning his career with Kidder, Peabody and Co. In 1994, he moved his practice to Wells Fargo Advisors where he served as senior advisor of the Guinet & Nguyen Wealth Advisory Group. With partners Hung Nguyen and Casey Bartels, he founded Guardian Financial Partners in 2017, in order to serve his clients as a fiduciary - always acting in their best interest.

Ryan Delaney

Job Titles:
  • Strategic Partner - Synchronize
Ryan's responsibilities are to work with GFP on running the overall financial operation of the firm. His responsibilities include maintaining the company financials, working with all outsourced vendors, client billing, bill pay, cash flow forecasting, and budgeting. Ryan's produces monthly business dashboards that focus on reducing expenses, increasing revenue, and overall business efficiency.