NEW GROWTH FINANCIAL - Key Persons
Job Titles:
- Client Relations Specialist
Panya was born in Laos and immigrated to Canada with her family at the age of four. She lived in Canada for 21 years and studied Business Administration and Marketing. In 1999, she relocated to California and has been living here ever since with her husband and two children.
She has over 20 years of combined customer service/administrative experience and has held various Executive Administrative positions for over 12 years before coming to New Growth Financial Services. She is also familiar with the financial and Medicare industries as she holds a Life and Health Insurance license. Using her exceptional customer service skills and her friendly, sincere demeanor, Panya connects well with people of all ages. One of her top priorities is to relate and help people feel comfortable and valued, whether in a business or personal setting.
As Client Relations Specialist, Panya is responsible for daily operations of the business. She is dedicated to facilitating positive client relationships by organizing and scheduling appointments, planning and organizing events, and helps sustain the growth of New Growth Financial Services as a whole. Her daily contributions towards the well-being of our valued clients and to New Growth Financial as well as her continued commitment to personal integrity has made her a valuable and indispensable asset to our firm.
BIOGRAPHY Panya was born in Laos and immigrated to Canada with her family at the age of four. She lived in Canada for 21 years and studied Business Administration and Marketing. In 1999, she relocated to California and has been living...
Roberto was born and raised in Puebla, Mexico until the age of 17, when his family moved to San Diego, California. There he attained his high school diploma and later moved to Los Angeles to pursue a higher education. In 2004, while working and going to school full-time, Roberto completed his undergraduate studies in Finance and International Business at Cal State Long Beach.
His career as a Financial Advisor began shortly thereafter while working for American Express Financial Advisors, currently known as Ameriprise Financial. While he appreciated the experience he acquired while working at a large financial firm, he strived to have investment freedom and flexibility. His focus has always been comprehensive financial planning and investment solutions.
In 2010, he co-founded Oxford-Guzman Financial, an independent financial firm. After working in partnership for nearly ten years, it was time for Roberto and his business partner to go their separate ways in pursuit of their own individual, personal and business goals.
In 2020, Roberto rebranded under the name New Growth Financial where he continues to create custom financial plans for his clients, as well as implementing investment strategies that are in alignment with their goals. Roberto's area of expertise includes: portfolio construction, annuities, private equity programs, life, disability and long term care insurance, alternative investments (REIT's and BDC's), and retirement programs.
Roberto has been married to the love of his life for over 15 years; together they share three young children. He is an avid outdoorsman; and when he isn't spending quality time with his family, you can often find him hiking, mountain biking, kayaking, camping, trail running and adventure racing. He has summited Mt. Whitney twice and most recently climbed Kilimanjaro, the world's highest single free-standing mountain.