Providing Clarity and Direction in Your Financial Life
After conducting careful risk assessments, we identify ways to help you reach your goals within the timeframe you have available. We offer prudent strategies and suggestions for financial development while providing financial knowledge so that you can make informed decisions. Weighing the pros and cons, we outline possible outcomes for each solution. We strive to develop individualized plans to help you move forward in your financial life, and we keep you informed of your progress each step of the way. Over the years, we’ve developed financial plans that have helped clients find direction and clarity in their financial lives. We hope to do the same for you.
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.
Roberto Guzman
Financial Advisor/ Founder
BIOGRAPHY
Roberto was born and raised in Puebla, Mexico until the age of 17, when his family moved to San Diego,
California. There he attained his high school diploma and later moved to Los Angeles to pursue a higher
education. In 2004, while working and going to school full-time, Roberto completed his undergraduate
studies in Finance and International Business at Cal State Long Beach.
His career as a Financial Advisor began shortly thereafter while working for American Express Financial
Advisors, currently known as Ameriprise Financial. While he appreciated the experience he acquired
while working at a large financial firm, he strived to have investment freedom and flexibility. His focus
has always been comprehensive financial planning and investment solutions.
In 2010, he co-founded Oxford-Guzman Financial, an independent financial firm. After working in
partnership for nearly ten years, it was time for Roberto and his business partner to go their separate
ways in pursuit of their own individual, personal and business goals.
In 2020, Roberto rebranded under the name New Growth Financial where he continues to create
custom financial plans for his clients, as well as implementing investment strategies that are in
alignment with their goals. Roberto's area of expertise includes: portfolio construction, annuities,
private equity programs, life, disability and long term care insurance, alternative investments (REITs and
BDCs), and retirement programs.
PERSONAL LIFE
Roberto has been married to the love of his life for 19 years, sharing a life filled with adventure and
cherished moments. He is an avid outdoorsman who thrives on exploring nature's wonders. When not
enjoying quality time with his family, you can find him hiking, trail running, or embracing thrilling
adventures. A testament to his adventurous spirit, he has trekked to Everest Base Camp and summited
Mt. Kilimanjaro, two remarkable feats showcasing his passion for the great outdoors.
CA Insurance Lic#OE62806
Panya Krich
Client Relations Specialist
BIOGRAPHY
Panya was born in Laos and immigrated to Canada with her family at the age of four. She lived in Canada for 21 years and studied Business Administration and Marketing. In 1999, she relocated to California and has been living here ever since with her husband and two children.
She has over 20 years of combined customer service/administrative experience and has held various Executive Administrative positions for over 12 years before coming to New Growth Financial Services. She is also familiar with the financial and Medicare industries as she holds a Life and Health Insurance license. Using her exceptional customer service skills and her friendly, sincere demeanor, Panya connects well with people of all ages. One of her top priorities is to relate and help people feel comfortable and valued, whether in a business or personal setting.
As Client Relations Specialist, Panya is responsible for daily operations of the business. She is dedicated to facilitating positive client relationships by organizing and scheduling appointments, planning and organizing events, and helps sustain the growth of New Growth Financial Services as a whole. Her daily contributions towards the well-being of our valued clients and to New Growth Financial as well as her continued commitment to personal integrity has made her a valuable and indispensable asset to our firm.
CA Insurance License#: 0G52690
PERSONAL LIFE
Panya’s passions are cooking/entertaining family & friends, traveling and spending quality time with her family. As a family, they enjoy camping, fishing, and are very involved at their local church.