

Jori Guzhuna
Cross-Border Private Wealth Advisor


New York University
Guzhuna Financial is an independent, boutique firm dedicated to offering tailored risk management and financial solutions. Whether it's risk management, managing your investments, uncovering new opportunities, effectively optimizing your ta... Show More
Search Reviews
Search
Write a Review
Overall Ratings
Filter by Date
Range
Filter by Rating
Reviews from Web
Jori Guzhuna has received a review with 5 star rating from OL. G
My husband and I really enjoyed working with Jori to not only develop a sustainable financial plan, but actually become financially literate. Jori was always willing to answer any and all questions and helped demystify financial planning for...
read more
Reply from Jori Guzhuna
June 16th, 2025 02:40 AM
Glad I could be a resource for you and your husband.
Jori helped us configure our financial portfolio. He is an excellent communicator and extremely versed in all financial matters. We are in our later years and are EXTREMELY conservative.He explained (very patiently) all our choices to make...
read more
Reply from Jori Guzhuna
June 16th, 2025 02:42 AM
I'm happy to be a part of your success.
1–3 of 3
About
Guzhuna Financial is an independent, boutique firm dedicated to offering tailored risk management and financial solutions. Whether it's risk management, managing your investments, uncovering new opportunities, effectively optimizing your taxes, wealth structuring, or planning your estate, Guzhuna Financial mission is to guide you every step of the way so you can focus on what truly matters to you. With your goals and preferences at the heart of our approach, our team is committed to providing you with sophisticated, actionable advice and implement solutions that align with your needs.
Products & Services
Financial Advisor
Registered Investment Advisor
Wealth Management Advisor
Financial Consultant
Business Consulting
Estate Planning
Financial Planning
Investment Advising
General Investment Consulting
Net Worth & Cash Flow Analysis Consulting
Real Estate Investment Consulting
Retirement Savings Consulting
Tax Planning
Wealth Management
Specialities
Auto Insurance
Home Insurance
Business Liability Insurance
Commercial Insurance
Life Insurance
Employee Benefits
Financial Planning
Retirement Planning
View All
Search Rank ScoreLearn More →
What is the Search Rank Score®?
Experience.com’s Search Rank Score measures a professional’s online search visibility across hundreds of key SEO attributes.
Education
- New York UniversityEconomics and FinanceBachelors in FinanceFeb 2012 -Aug 2014

Positions
- Guzhuna Financial Group - Founder and CEOMay 15th, 2018 - Current
Memberships
- American Association of Managing General Agents (AAMGA)
- National Society of Compliance Professionals (NSCP)
- Hellenic American Bankers Association (HABA)
Addresses and Serving Areas
Primary Serving Area
Other Serving Areas
Time Zone
Eastern Standard Time (EST)
Licenses
- Property & Casualty Insurance License
- Life, Accident & Health Insurance License
- Series 7
View All
Hobbies
- Golf
- Sailing
- Flying Aircrafts
View All
Additional Information
Payment Methods
- Check
- Visa
- MasterCard
View All
Disclaimer
Jori Guzhuna is an Investment Adviser Representative (“IAR”) of Guzhuna Asset Management LLC (“GAM”), a Registered Investment Adviser. Investment advisory services are offered solely through Investment Adviser Representatives of Guzhuna Asset Management LLC. Guzhuna Financial Group (“FGF”) is independent of Guzhuna Asset Management LLC. Additional products and services may be made available through Jori Guzhuna or Guzhuna Financial Group that are not offered through GAM.
This content is provided for informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction, nor is it intended to be directed to any person in any jurisdiction where such offer or solicitation would be unlawful.
Any investment involves risk, including the possible loss of principal. Past performance is not indicative of future results. No investment strategy or planning technique can guarantee returns or eliminate risk.
Representatives of Guzhuna Asset Management LLC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your specific situation.
Information posted by third parties or accessed through third‑party links is not created, endorsed, or controlled by Guzhuna Financial Group, Guzhuna Asset Management LLC, or their representatives. While such information is believed to be from reliable sources, its accuracy and completeness cannot be guaranteed.