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Jori Guzhuna - Cross-Border Private Wealth Advisor in New York, NY

Jori Guzhuna

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Cross-Border Private Wealth Advisor

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New York University
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
Company Logo
New York University
New York University
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Reviews from Web
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    OL. G
    Posted on August 7th, 2025 07:48 PM
    Jori Guzhuna has received a review with 5 star rating from OL. G
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    Lauren J
    Posted on June 4th, 2025 08:07 PM
    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...
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    Reply from Jori Guzhuna
    June 16th, 2025 02:40 AM
    Glad I could be a resource for you and your husband.
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    Patrick L
    Posted on June 4th, 2025 08:02 PM
    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...
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    Reply from Jori Guzhuna
    June 16th, 2025 02:42 AM
    I'm happy to be a part of your success.
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    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
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    Education
    • New York University
      Economics and Finance
      Bachelors in Finance
      Feb 2012 -Aug 2014
      New York University logo
    Positions
    • Guzhuna Financial Group - Founder and CEO
      May 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

    Time Zone

    Eastern Standard Time (EST)
    Licenses
    • Property & Casualty Insurance License
    • Life, Accident & Health Insurance License
    • Series 7
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    Hobbies
    • Golf
    • Sailing
    • Flying Aircrafts
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    Additional Information
    Payment Methods
    • Check
    • Visa
    • MasterCard
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    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.