A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Mountaintop

Jonathan Guzman, CFP, CIMA, CPWA

Vice President–Wealth Management

Financial Advisor

As a CERTIFIED FINANCIAL PLANNER™ professional and partner of the Hoffman Wealth Management Group, I represent the highest standard for competent and ethical financial planning. My commitment is to always act in your best interest. I work side-by side with my clients, listening to their needs so I can focus on giving them unbiased financial advice to help navigate life's major decisions, capture opportunities and avoid costly mistakes. My team's knowledge combined with a deep understanding of your goals allows us to create and implement smart financial plans that help you prepare for the future that you envisioned. Ultimately, your financial success is the focus of everything we do.

Prior to serving as a Financial Advisor, I worked closely with UBS Financial Advisors as a Wealth Planning Analyst, where I helped clients pursue their goals through holistic planning. Before joining UBS, I worked at a boutique investment banking and brokerage firm as a Private Client Group Consultant.

In 2013, I earned a B.A. in economics from Wesleyan University, where I played both lacrosse and football. In addition, I hold the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Massachusetts Institute of Technology, Sloan School of Management. I maintain the Series 7, 63 and 65 securities licenses and am licensed as a Life, Accident, and Health Insurance Agent. I support several charities, including St. Jude Children's Research Hospital, The Salvation Army, and the American Heart Association.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Education

  • Bachelor of Arts - Economics, Wesleyan University
  • Certificate - Investment Management Theory and Practice, Massachussetts Institute of Technology - Sloan School of Management
  • Certificate - Wealth Management Theory and Practice, Yale School of Management

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Philanthropy
Investing
Impact investing
Lending services
Multi-generational families
Business Owners
One Jericho Plaza
Jericho, NY 11753
  • (516) 745-1881

Email Me

Jonathan Guzman, CFP, CIMA, CPWA is also part of:
Hoffman Ringelheim Wealth Management Group

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Sustainable investing

Sustainable investing

Multigenerational families

Multigenerational families

Your life, wealth and future

Your life, wealth and future

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

More than 150 years

offering financial advice

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