Jill Guintu CFP® is a Financial Advisor at Wagner Loftin Investment Services. Having joined Wagner Loftin Investment Services in 1994, she has been working with our clients for over 23 years and has been an integral part in the growth and development of our firm.
Jill is a Registered Principal and O.S.J. Branch Manager with SagePoint Financial Inc. She holds series 4, 7, 24, 53, 63, and 65 securities registrations with SagePoint Financial Inc. In addition, Jill is a licensed California life, disability and health agent and has a long-term care certification. Jill is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Jill has earned a Bachelor of Arts degree in International Business from CSU Fullerton and has completed studies overseas at the University d’Aix Marseilles. During college Jill held a position of office for AIESEC (Association of Students in International Business and Economics), the worlds’ largest student run organization whose goal is the development of high-potential youth into globally minded responsible leaders. Additionally, Jill has completed the CFP Professional Education Program from the College for Financial Planning.
Jill has over 33 years experience in the financial services industry. At age 16, she began working part time for Bank of America and upon high school graduation this evolved into full time employment. Feeling that the financial services industry was a natural fit, she continued her banking career into her late 20’s at which time she joined Wagner Loftin Investment Services.
In her spare time, Jill enjoys spending time in nature and hanging out with her two dogs Scarlet and Elvis. She enjoys travel with her husband Gerald and loves the experience of different cultures. She enjoys all types of design and home improvement projects.
CA Insurance License # 0C34346