Anthony Guzman

Para Planner & Client Services Associate

Anthony joined Lucien, Stirling & Gray in July of 2019. He grew up in Pflugerville, Texas and became the first in his family to graduate from college. He received a Bachelor of Business Administration Degree in Accounting from Texas A&M University in 2016, and successfully completed all the requirements for the CFP Board Education Component through the Texas A&M University Financial Planning Program.

After earning his degree, Anthony felt the strong calling to give back, so he invested two years as a bilingual elementary educator with Teach for America in the Dallas Independent School District. His experience in the classroom and the community further informed his long-standing passion for financial planning.

“Teaching in an underserved community broadened my perspective about the deficit of financial literacy out there. It also illustrated the critical importance of helping people to overcome the challenges of not being confident about financial decisions. Here at Lucien, Stirling, & Gray, our advisors bridge this gap with ongoing financial education and it’s an honor to collaborate with a diverse group of professionals who give their best for clients every day.”

As a Client Service Associate, Anthony is involved in daily operations, assisting advisors with paraplanning, and executing service workflows to ensure client’s needs and objectives are met. As a future candidate for CFP® certification, he works closely with all members of the Lucien, Stirling & Gray team and is gaining valuable experience towards a career as an Advisor once he becomes certified.

“The mission here is clear: We are in the business of helping people. An adviser may not be able to help a family avoid hardship, but attentive planning does provide comfort and confidence in challenging times by getting organized, clear about important objectives, and always looking one step ahead. Our purpose is to lessen the burden for clients in hard times and multiply the joys in times of prosperity. We work to resolve financial uncertainty and anxiety, so that families can focus on the more important things of life.”

Outside of the office, Anthony enjoys spending time with his wife Estefani and their newborn son, Daniel. As a family, they invest in their faith and are involved at St. Williams and St. Vincent de Paul Catholic Church. They love to travel, explore hiking trails, and enjoy other outdoor adventures – when baby Daniel allows them to.

We are thrilled to have him on the team.