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Global leader
UBS is a world-leading wealth manager
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.
Associate Director
Senior Wealth Strategy Associate
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Jonathan Guzman, CFP, CIMA, CPWA is also part of:
Hoffman Ringelheim Wealth Management Group
Lets connect
Associate Director
Senior Wealth Strategy Associate
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Jonathan Guzman, CFP, CIMA, CPWA is also part of:
Hoffman Ringelheim Wealth Management Group
Lets connect
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.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
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
