Guido & Kyle have the client—and only the client—in mind
Guido is a second generation Financial Advisor with a wealth of international corporate experience. He worked worldwide for 22 years for Royal Dutch Shell prior to becoming a Financial Advisor at 1847Financial in 2004. He initially worked with his mother, who is now happily retired. Firmly established in his second career, he has become a specialist in wealth and asset management and investment planning.
As a Retirement Income Certified Professional (RICP®), he helps his clients prepare for a happy retirement and financial independence. He also helps his clients with college and monthly budgeting, and estate, charity and business planning.
Guido received a Bachelor’s degree from the University of Pennsylvania and is a qualifying and life member of the Million Dollar Round Table®. He is FINRA Series 6, 63 and 65 licensed as well as life, health, long-term care and disability licensed.
Once his 2 sons started College, Guido pursued his passion for skiing and mountain biking and became a qualified instructor for these 2 sports. He also runs an outdoor adventure group and takes people hiking, camping, and skiing. Guido and his wife Rozi reside in Haverford. His youngest son, Kyle, joined Guido at 1847Financial in 2024 to become the third generation Financial Advisor!
The Qualifying and Life (QL) Member was created by the Million Dollar Round Table (MDRT). The requirements do not evaluate the quality of services provided and is granted for one year only. All members must apply every year to continue their affiliation with MDRT. Being a QL is not indicative of the applicant’s future performance.
Kyle is a third-generation Financial Advisor who joined 1847Financial in 2024, continuing his family's legacy. A graduate of Washington College, Kyle first gained experience at Morgan Stanley before leveraging his passion for technology in sales. Now fully licensed with both FINRA Series 7 & 66 and Life, Health, and Disability Insurance. He combines his financial background and tech savviness to guide the next generation of clients.
Kyle specializes in empowering young families and professionals, particularly doctors in the greater Philadelphia area, to build lasting financial legacies. He simplifies complex concepts for time-strapped individuals, working with his dad to help families make informed decisions on managing debt, saving, and planning for critical milestones like retirement and education. His approach is rooted in trust, transparency, and personalized solutions.
His commitment to proactive financial planning ensures assets are managed and protected for a balanced life. Outside of work, Kyle enjoys cooking, staying active, and cherishing time with his wife and their daughter.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.