Aaron de Guzman

Client Services/Paraplanner

What’s my mission?

“Cultivating connection and understanding by listening and speaking with intentionality.”



Aaron brings a unique blend of experience from the hospitality industry, now transitioning into the world of financial planning. With over ten years of customer service experience, Aaron is adept at effective communication and top-notch client satisfaction. Currently fulfilling the role of Client Services/Paraplanner, Aaron is concurrently pursuing his aspiration to become a financial advisor by investing his time in the CERTIFIED FINANCIAL PLANNER™ certification program. Aaron is excited to be on this career track and is looking forward to growing with Portfolio Advisors, Inc.

In his free time, Aaron likes watching movies and sports, and practices creative and artistic hobbies such as drawing and playing guitar. Additionally, he is involved with Fresno State’s Filipino Club where he teaches cultural dancing and offers guidance and support to student members.


  • California State University, Sacramento – B.A. in Communication and Media Studies

Fun Facts

  • Aaron was born and raised in the Philippines. He moved to the United States at age 11
  • Aaron used to perform as part of a comedy improv group in Sacramento
  • Aaron enjoys tongue twisters and always welcomes a challenge