Gus Laguarda

Gus Laguarda, CFP®, ChFC®, CLU®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc

11710 Plaza America Dr

Suite 440,

Reston, VA 20190-4737

Gus.Laguarda@truist.com

Phone 703-481-8784

Fax 703-689-0768

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About me

Background

Gus Laguarda is a Financial Advisor with Truist Investment Services, Inc, He offers his high-net-worth clients over 20 years of Financial Services experience with knowledge in financial planning, investment management and estate planning. Gus works with his clients to educate them on their current financial situation, helps them to clarify their goals and creates a comprehensive financial plan as a roadmap for all their important financial decisions. He then designs, implements, and periodically monitors a customized wealth management strategy that helps his clients reach their goals. He thrives on seeing his clients succeed and helping to improve their financial perspective. He is supported by a team of Truist Wealth specialists, who help complement strategies in customized banking, risk management, trust, and estate planning solutions.

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
James Madison University 2002
Certificate in Financial Planning
Georgetown University 2009
Chartered Financial Consultant
The American College of Financial Services 2011
Chartered Life Underwriter from the American
American College of Financial Services 2021

Personal Interests

In his spare time, Gus likes to share his hobbies with his son, Kellen, which include soccer, skiing, mountain biking, tennis, surfing, and watching movies together.  In the spring and fall he coaches Kellen’s little league team.  Considering himself a ‘foodie,’ he enjoys cooking, growing tomatoes, patronizing farmers markets, dining out and is an aspiring wine and bourbon enthusiast. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Sterling Performers Award
Truist** 2019
Sterling Performers Award
Truist** 2020
Top Financial Advisors List
Washingtonian Magazine* 2021
Top Financial Advisors List
Washingtonian Magazine* 2022
*Washingtonian magazine based on surveys sent to hundreds of people who work in the local financial industry. Magazine did performed research, consulting industry experts and publications. The “Top Financial Advisor” names on this list are the people who received the strongest recommendations.  The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

**The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.

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