Joseph Guevara

Associate - San Francisco

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Joseph Guevara is an Associate who has been with Lenox Advisors since 2007. He is responsible for working with both corporate and high net worth individual clients of the firm. With his individual clients he specializes in estate, insurance, asset allocation, and wealth management strategies. Joseph works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs.

Prior to joining Lenox, Joseph began his career at Northwestern Mutual, and graduated from the University of California at Berkley in 2001 with a degree in psychology.

For Joseph’s complete licensing information click here.