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Billy Guan, Senior Financial Consultant and Retirement Planner logo
B

Billy Guan, Senior Financial Consultant and Retirement Planner

Antioch, Contra Costa

(25)
1 hire on Bark
Billy Guan, Senior Financial Consultant and Retirement Planner logo
B

Billy Guan, Senior Financial Consultant and Retirement Planner

Antioch, Contra Costa

(25)
1 hire on Bark

About

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs.

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Reviews (25)

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A
12 November 2019

Billy is extremely helpful and knowledgeable in his line of work. He will always have his client's best interests in mind. If you don't understand anything, he will take the time to help explain it to you in detail. He will most definitely put your money into the best possible investments and figure out the easiest payment plans that suits you. He is the man you want and can trust, whether its for your next investment or when you are looking to buy a house. Billy is your man! More...

C
23 September 2019

Billy is really nice and knows a lot of information and breaks it all down really simply and takes the time needed to make sure you understand fully ! he def over delivers and is trustworthy !! I totally recommend him !! More...

Y
21 August 2019

Billy was extremely professional and kept on top of it during the whole process of getting me approved. From pitching me the offering to closing the deal, he was proactive in giving me updates and explaining why one thing was fast and the other slightly slower. The total transparency I experienced made me feel how much he was caring for his clients. Definitely recommend! More...

A
8 August 2019

I'm a bit of a novice when it comes to these sort of things, and planning for the future and retirement has always been a bit intimidating. As such, it was incredibly helpful that Billy took the time to carefully explain the different options that I had available, not only demonstrating his breadth of knowledge of the field, but also showing that he cared about my well being and financial future. Thank you Billy, for all of your support, and I definitely recommend him for others looking for any level of financial advice! More...

W
12 July 2019

Billy is an absolute pleasure to work with as he respects and understands that everyone has a different pace and timing. He is very responsive and professional to all questions, and he replies in a very timely manner. What stood out to me the most is that Billy tells you the pros and cons of the the services, and is very upfront and realistic about the expectations, rather than just try to sell you on the potential benefits of a product. I highly recommend anyone to reach out to him for any financial services, or even just to chat as he has a vast knowledge about a lot of differnet fields and services. More...

J
2 July 2019

Billy is a long time friend and great financial advisor. When it comes to retirement planning it can get a bit confusing and hard to understand. Billy took the time and explained the valuable knowledge of indexing investments and made things more clear and how important it is to plan for retirement. He is always unhesitant to answer any questions I have and is highly recommended. More...

K
12 June 2019

Billy is so professional and patient and knowledgeable. His ability to explain things at kindergarten level literally put my mind at ease when it came to financial planning for my family's future. Thank you for always answering my questions! Thank you for educating me. I appreciate you! More...

S
5 June 2019

Billy helped to recommend and compare different plans that I was hoping to set up for myself and family. He spoke of the various options that were available, as well as the pros and cons of each individual plan. Billy was knowledgeable, and helped to answer any questions I had. Along with the plan itself, Billy spoke of the future steps that were to be undertaken, as well as any issues that might arise. I would highly recommend Billy for any questions you have regarding your financial portfolio. More...

R
22 May 2019

Billy was very informative on helping me plan my finances. He helped explain the difference between putting money into a 401K, a IRA Roth account and a Index account, in a very simple explanation that anyone can comprehend. I would definitely recommend Billy to any one i know who needs help with their finances or those who haven't started their retirement fund. Thanks for the Help, Billy More...

J
9 March 2019

Billy has a high level of interpersonal skills coupled with the knowledge set to help you reach your financial goals. I highly recommend working with Billy, and as such, will also be recommending my friends and family to him as well. If you want to set yourself ahead of the financial game, Billy Guan is the guy for you! More...

D
13 October 2018

Billy is very professional about his services. Very well-spoken, personable, and clear with his explanations. They say you don't know a topic well enough unless you can explain it in very simple terms so a kid can understand. Billy does just that and makes sure you are on the right page with him every step of the way. More...

A
23 July 2018

Billy has vast knowledge on retirement is very valuable. And his commitment to his clients is second to none!

F
23 July 2018

I spoke to Billy about investing for retirement. He's knowledgeable and dedicated. A great help in navigating the intricacies of financial planning.

H
23 July 2018

Billy is awesome, super professional and extremely helpful. Very knowledgeable both in finances and real estate, highly recommend hisservices.

G
23 July 2018

I met with Billy to discuss retirement plans. Going into the meeting, I knew very little about the subject. He explained my options clearly and concisely and proved to be extremely knowledgeable. I recommend contacting Billy for your financial needs! More...

G
23 July 2018

Billy is AWESOME! He's a genuine and intelligent man with drive and dedication to provide top notch value to his clients. The financial education workshops he provides are great and well worth your time ! I highly recommend Billy to handle your real estate and financial needs! You will not be disappointed. Thank you Billy! More...

A
23 July 2018

Billy is very professional and knowledgeable. He provided me with invaluable information on the financial market, how to invest effectively, and tips on diversifying my portfolio. Will definitely refer to him when I have other financial inquiries. Thank you! More...

U
23 July 2018

He's very considerate and caring. When talking about a retirement plan, he didn't just try to sell me things. He listened to me and very patiently explained the differences between plans so I can make an informed decision.
I would highly recommend Billy to anyone who needs help planning their financial future.
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V
23 July 2018

Congratulations, you have found a business page of one of the most genuine and professional people I know. He is a lot of fun to be around too, which just adds on to an already great experience. I highly recommend Billy's services! More...

V
23 July 2018

I did a financial workshop with Billy. He definitely knows his stuff. The presentation was informative and to the point. He helped me a lot with my long term financial planning. I recommend checking out one of his workshop if you are new to things like index funds, life insurance, or just long term investment in general. More...

G
23 July 2018

Billy is extremely knowledgeable in his professions. He caters all his works to the clients best interests and needs and thinks of them before himself. He works with some of best companies in the world and has studied all he needs to know to put your money in the right investments and how to keep it safe. Also, when he does open houses, everyone that attends, is treated like family and he just wants whats best for them. Definitely a man, I can trust! More...

M
23 July 2018

Billy helped me feel more financially secure. During the entire process Billy was very thorough and patient with me. I feel more incontroll of my future now than I ever have, he is a phenomenal financial advisor. I could tell he had my best interest at heart and that he wasn't trying to nickel and dime me like other insurance providers have tried to do to me before. Billy has given me peace of mind and that is extremly important to me! More...

I
31 May 2018

Billy was very quick to respond and eager to assist, coming out of his way to meet me at my office. He is virtually relentless in trying to make me meet my financial needs.

I appreciate you, Ivan! Thank you for trusting in me to help with your financial needs. Please feel free to reach out to me any time you have questions.

K
30 May 2018

As I write this review, I am sitting in the living room of our new house that Billy helped us to purchase! I met Billy at an open house and found him to be very friendly, helpful, and communicative but not pushy. My husband and I weren't going to be looking for a few months so asked him to email me back a few months down the line, which he did. Once we were ready to start looking, Billy always acted fast- driving by homes to scope them out on his own, sending us video tours, and always making time to check our houses (often last minute and in the middle of rush hour through multiple cities and counties). Billy never tried to sell us on a house we weren't sure about, and in fact, he pointed out not only the positives of properties we looked at but also downsides. I thoroughly appreciated that honest approach. We ended up getting a house we LOVE and credit that to Billy. A pleasure to work with. More...

B
31 March 2018

Billy is very knowledgeable about effective retirement strategies. He did a complimentary consultation with me and explained how the investment vehicles worked in detail.  I originally did not have a retirement strategy planned out, or any retirement savings at all.  Billy helped me understand it in plain terms and that has empowered me to better plan out my future finances.Thanks alot Billy!! More...

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Q&A

I love that I get to educate people about retirement strategies that most people are unaware of. Many folks are not prepared for retirement, and when I do a financial workshop with them to educate them about what is happening in the financial landscape, I can feel their gratitude when they interact with me. I am able to help them set their financial futures on track and minimize the risks that they do not know they will have when they sign up for 401k(s) or IRAs.

I wanted to be able to bring the information that I have learned to the middle class. Our company believes that everyone should have access to the information that allows for wealthy individuals to grow their assets. We want to be able to help the people that do not have this access to financial education, by providing them complimentary workshops that teach them about ways to be smart with their money.

We believe in providing the best service to our clients, with both a professional and personal approach. We are dedicated to providing strategic retirement planning and asset protection to hardworking everyday people. Simply put, we strive to be our client’s trusted consultant. As a financial advisory firm, our primary focus is to provide proactive, unbiased advice that is designed to achieve long term results. Our firm does this with the highest levels of transparency, integrity and respect while always utilizing a unique approach to building wealth. We have built a company that genuinely cares and brings the best products to our clients. We know that when it gets to your financial needs, one size does not fit all, so we provide you products that are best fit for you. We take the time to understand your needs, budget and concerns to find what works best for your situation.

Our philosophy is simple. We want to make the complex questions surrounding your financial needs easy to understand without leaving you overwhelmed and confused. Our firm has specialized in educating clients in the simplest way possible. We realize that dealing with finances can be intimidating but we are here to be the simple solution.

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Services

Educate clients about tax free wealth building strategies that do not charge any annual fees.

I help clients review their current retirement policies and insurances to make sure that they are in the best financial position possible.

We understand that our clients each have different needs and goals. We will sit together with our client to create a strategic financial plan that will best fit their needs, and tailor it to what they want to accomplish

We work with many carriers to provide you the best product that will protect your family. Living Benefits provides the peace of mind for your family that should anything happen to you which can affect your health and ability to function in every day life, you will be financially protected.

If you're invested in a plan that is not market protected, we can move your investments into a vehicle that will protect you from any economic downturns as well as the fees that are accrued from your Assets Under Management.