The People Behind Your Plan

One team. Deep expertise.
Credentialed and genuinely personal. The kind of planning that requires both.

CFP®MSFPRICP®WMCP®FPQP®

Meet Blake

Blake Barbosa

CFP®, MSFP, RICP®, WMCP®

Founder / Lead Financial Planner

Meet Carolyn

Carolyn Pratt

FPQP®

Senior Financial Planner

Meet Stefano

Stefano Lanci

WMCP®

Director of Business Development

Meet Jenna

Jenna Smith

Director of Operations

Meet Debbie

Debbie Moreau

Director of Client Experience

Guided Wealth works with clients nationwide, offering personalized wealth management built around your goals, lifestyle and legacy. Our team delivers thoughtful strategy and dedicated guidance - helping you navigate your financial future with clarity and confidence.

Get to Know Us

We believe the best financial relationships start with a conversation.