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September 2025 by Brad Cake
Luis helped our family set a firm foundation for our financial future, and was so fun to work with. Highly recommend if you're looking for a fiduciary that truly cares about setting you up for success!
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July 2025 by Paul Bauer
Brendan and Luis have been a pleasure. They are uniquely empathetic, creative and thorough. I highly recommend their financial planning services.
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July 2025 by Vielca McBride
I was hesitant at the beginning to pay for a financial advisor but now I have seen so many benefits in return. I wish I would have done it sooner. Luis Guardia has been so patient and I feel so much trust in his guidance. I am so glad I found him.
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April 2025 by Aaron Nightingale
Four years ago, we set out on a hunt to find a financial advisor we could trust. Among 5 meetings with different companies, Luis (Tuyyo Planning Group) instantly stood out -- he spent the time to get to know us and our goals while the others felt transactional at best.
We couldn't be more thrilled with the financial guidance we've received from Tuyyo Planning Group since then. As a young, certified professional with a strong focus on family values, he took the time to understand our goals and helped us set up a comprehensive long-term financial plan, including support for both of our parents entering their retirement phase of life.
What sets him apart is that he truly invests in building relationships — his commitment to our financial success and now friendship, is unwavering. Highly highly recommend!
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April 2025 by David Reese
Luis and his team are awesome! I knew right away when we met 3 years ago that he was an incredibly genuine and charismatic person that cared about me as a person, as well as all of my goals. Not only is he a great guy, but he's an amazing financial planner - I can rest assured that he's making all the right moves for us, and talking us through any of the uncertainties that inevitably come up from the nature of the game. I love having him on my team!
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April 2025 by Michael Ortiz
I’m a recent client of Mr. Guardia’s, and I couldn’t be happier with the decision my wife and I made to have him guide our current and future finances. From our very first discovery call, it was clear that he genuinely cared about helping us find the right advisor for our needs—not just gaining another client. He even provided a checklist for interviewing other financial advisors and offered valuable tips on how to evaluate them.
Ultimately, it was his deep expertise and authentic, caring nature that won us over. Since partnering with Mr. Guardia, the stress and anxiety we once felt about financial planning have completely disappeared. Having him as our advisor has given us peace of mind—and more importantly, our time back—so we can focus on what truly matters: spending time with our children and growing our business.
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March 2025 by Keith Kellner
Luis and team are professional and great to work with. Provides great advise and works with you to achieve financial success. Thanks
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March 2025 by Stephanie Solomon
I can’t say enough good things about Luis! He is not just a financial advisor—he’s a true partner in our financial and overall well-being. He’s incredibly empathetic, always available when we need him, and genuinely cares about our family’s future. It’s rare to find someone in this industry who leads with their values, but he does—both in his work and his life. The fact that he invited us to spend time with his family during the holidays speaks volumes about his character. We feel lucky to have him in our corner! Highly recommend.
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March 2025 by Danielle George
After a few meetings /interviews with different CFP's we found Tuyyo Planning Group online. We had a Zoom meeting with Luis and decided Tuyyo Planing Group was the right decision. In comparison we felt that Luis was invested in us.
We feel at ease moving forward with Tuyyo Panning Group and Luis' expansive knowledge in relation to all aspects of our financial needs / future.
So glad we made the right choice!
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March 2025 by Blane Zeiler
I’ve been working with Tuyyo Planning Group LLC for 3 years, and I couldn’t be happier with the guidance and expertise Luis and Brendan have provided. From the very beginning, they took the time to understand my financial goals, concerns, and long-term aspirations. Their personalized approach, deep knowledge, and strategic advice have truly made a difference in my financial confidence.
Whether it’s retirement planning, investments, or budgeting, Tuyyo explains everything in a clear and easy-to-understand way, making complex financial topics feel manageable. They are always responsive, professional, and genuinely invested in my success. Thanks to their advice, I feel more in control of my finances and optimistic about my future.
If you’re looking for a trustworthy, knowledgeable, and dedicated financial planner, I highly recommend Tuyyo Planning Group.
Blane
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March 2025 by Lisa Mais
I followed my wonderful financial advisor Brendan Pheasant to this group and have been very happy with the professional fit and the services they provide. Above all, they are honest and disclose up front all fees, services, expectations by both their company and of the investor. I value the fact that they believe that financial decisions are significantly made with emotional reasons for investors and all persons. They educate and talk about the reasons behind a person's financial decisions. The best part is that they have training in financial therapy and understand that a person's financial picture does not just include that person, but also the family and anyone else who is at least relationally connected. They work with different levels of financial readiness and income. They are not stuffy in the least and very approachable which I didn't expect about a financial advisor when I started with Brendan over 5 years ago. I would recommend this group to everybody.
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March 2025 by Ivan Fuentes
Luis has been an amazing partner, guiding our way from the initial planning and throughout the ups and downs that life unexpectedly brings. He is a true fiduciary who has our family's best interest at heart, and always provides a well-rounded recommendation based on both quantitative and qualitative factors. I highly recommend working with Luis and the Tuyyo Planning Group, to anyone who is looking for financial guidance that is aligned with your family's values and best interests.
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January 2025 by Brad James
My wife and I have been clients of Tuyyo Planning Group since 2019. During that time Luis Guardia, and more recently in collaboration with his colleague Brendan Pheasant, have guided us through periods of our final years of accumulating assets for retirement, of transitioning from working to being retired, of now managing those assets in retirement, and of planning for what may lie ahead as we age. Throughout each of these phases of our relationship, Tuyyo has shown great care in ensuring that they understood and addressed our personal concerns and goals regarding our investment portfolio. Their approach to investment management is thoughtful, studious, and disciplined (even when my own inclinations may have been none of those). Additionally, we have found their customer service to be everything we could have hoped for, always courteous and timely in response to our needs. We look forward to our association with Tuyyo Planning Group continuing for many years to come.
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December 2024 by Vivian Perez
We became one of the first clients of Tuyyo Planning Group. The first review of our financial status was an eye opening experience. The huge sense of relief that I felt at that moment was amazing. Not only he showed us we were in a good place…..he continuous to help us make financial decisions, ensuring our future will be even better. We have learned so much from Luis. I now take time to advise young friends to get a good fiduciary financial advisor to evaluate their current financial status and plan their retirement expectations! Don’t wait when you are close to retirement to do it. With his advise you can make better decisions and even be ready for a great early retirement.
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April 2024 by Colin Howard
I contacted Tuyyo Planning Group with some questions about retirement account rollovers and spoke with Luis. Not only was he incredibly responsive but he went above and beyond by providing advice for a few tax-related factors I had not considered. Prompt, courteous, and knowledgeable!
