We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Capital Wealth Advisors is a community- focused practice that offers a full range of financial services to individuals , businesses and non-profit organizations through Michael Guidroz. Their expertise includes personal Financial planning,Wealth Transfer and Estate planning strategies that are designed to simplify the lives of their clients. They feel that the more they can create a plan designed to achieve the unique goals of their clients, the more they can help them enjoy a well-planned life.
Capital Wealth Advisors is now based in San Diego, California after beginning in Tucson, Arizona. Headquartered in Southern California, Michael Guidroz is now a member of the North County Estate Planning Council of San Diego and works with the many local professionals to serve the surrounding Communities. Michael is supported by the resources of Raymond James. Their industry leading back-office support, award winning research and continued financial stability makes them highly committed to understanding and solving clients financial goals.
Managing Partner & President, Capital Wealth Advisors
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.