Phone: (925)837-1601

Fax: (925)837-1605

Email: milt@advantagewealth.com

Milton Guzman is a CERTIFIED FINANCIAL PLANNER™ Professional and Retirement Income Certified Professional®. He focuses on developing strategies for individuals, their families, and businesses to help plan for long-term financial goals aligned with a client's values and aspirations.

He enjoyed a successful 15-year career in the pharmaceutical sales industry, learning the importance of a dynamic and individualized approach to helping clients address their needs. Deciding to pursue his passion for finance, he joined Morgan Stanley Smith Barney in 2010, and later, Merrill Lynch. Milton joined Advantage Wealth Advisors in 2013, and continues to work closely with healthcare professionals assisting with their financial planning concerns.

Milton obtained his CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional® designations which provide financial services professionals with the technical knowledge, practical experience, and communication skills needed to create and build a client centric wealth advisory practice. He approaches wealth management in a consultative manner, combining knowledge, experience and acumen with a deep understanding of his clients' financial vision. Milton employs an investment philosophy centered on planning effectively and acting decisively to help pair client objectives with market opportunities. He is dedicated to serving clients in the accumulation, preservation, and transfer of significant wealth. He holds his Series 7 and 66 securities registrations with LPL Financial and his California state insurance license.

Milton is a 1988 graduate of the United States Naval Academy with a B.S. in Economics. He traveled extensively during his service, having been stationed in Pearl Harbor, HI and San Diego, CA. He currently resides in Walnut Creek, CA where he enjoys spending time with his family as well as time outdoors, playing golf, fishing, hiking, and attending San Francisco Giants’ games.

CA Insurance License #: 0I72135

Phone: (925)837-1606

Mobile: (925)518-7771

Fax: (925)837-1605

Email: dwight@advantagewealth.com

Dwight Peterson has been a Bay Area resident and an active leader in the financial services, corporate, and business communities for over 35 years. Dwight’s experience can be measured by the strong, lasting relationships he forms with his clients based on trust and mutual respect. Dwight’s passion for investing began at the ripe age of twelve. He graduated from the University of Kentucky with a BS in Accounting and received his MBA from St. Mary’s College where he was a recipient of the John Saloma award. 

Dwight believes that an intimate knowledge of each client is critical to creating an executable strategy that encompasses estate planning, investment allocation, distribution sequencing, tax optimization, Social Security options, and ongoing financial coaching. For clients approaching retirement, formulating a glide path (financial plan) provides the confidence that can help lead towards retirement success and enjoyment. Dwight furthered his experience in the area of retirement planning by attaining the Retirement Income Certified Professional® designation. A focus on the psychological aspects of finance is a recent fascination.

A resident of Danville, Dwight is married to his wonderful wife, Karen, of 40 years, and the proud father of two accomplished children. Dwight loves watching college basketball and is a big fan of the Kentucky Wildcats.

He holds his Series 7 and 66 securities registrations with LPL Financial and his California state insurance license.

CA Insurance License #: 0G88313