Our Team

George Guerin, CFP®
President

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Passionate about financial planning and its ability to help individuals and their families live life to the fullest, George Guerin has provided trusted financial planning and investment management services to clients from coast to coast for nearly four decades. 

 

George credits his years as a paperboy and his drive to create an "empire" of paper routes with molding him into a successful businessman and wealth manager. After graduating from high school, he moved to Colorado to attend the University of Northern Colorado, where he earned a teaching degree in English. Following three years as a high school English teacher, George obtained a real estate license and embarked on a business career, later adding insurance to his growing list of services. His experiences led him to realize that people need help in many areas of their lives—not just managing real estate transactions and procuring insurance. As a result, he shifted his focus to investment management, tax planning, estate planning, and income planning.

 

George earned his designation as a Certified Financial Planner® (CFP®) in 1984. For many years, he delivered financial seminars and webcasts to executives and employees of AT&T and Lucent Technologies nationwide. After nearly four decades serving clients, George continues to find joy and fulfillment in counseling people and helping them solve their financial challenges.

 

To live his own life to the fullest, George practices yoga, Pilates, and strength training at the nearby Pura Vida fitness center where he can be found nearly every day of the week. He also works with two local charities: Judi’s House, a community that provides counseling and support to children who have experienced the death of a parent; and Brent’s Place, a housing facility for immune-compromised children and their families that bridges the gap between the hospital and home.

 

George is active as a neighborhood Block Captain in Cherry Creek where he lives with his wife Rhoda.

 

About Investment Security Group

Guerin Financial is part of Denver-based Investment Security Group (ISG). As Guerin Financial’s parent company, ISG provides administrative, compliance, and technology support that gives George the freedom to focus on his clients and their financial planning needs.

 

When deciding who to choose as a business partner, George was attracted to ISG’s philosophy of  “Keep It Simple, And Smart.” The firm shares George’s passion about building financial plans and identifying solutions based on the unique needs of each client. While George continues to work individually with his clients as he always has, there is now a large, dedicated team behind him to support the needs of his clients from coast to coast.

 

I believe in a mindful approach to life. I practice yoga. I meditate. And I try to make choices th...