Meet Stefano Lanci

Stefano owns growth at Guided Wealth. Every referral partner relationship, every centers-of-influence touchpoint, every qualified prospect in the pipeline runs through him, and building that pipeline the right way has been his focus since he joined the firm.

He joined Guided Wealth early in his career and has spent the last two years building the systems and relationships meant to carry the firm from where it is now to where it's headed. It's a role that takes equal parts hustle and patience - showing up consistently, earning trust in professional circles, and accepting that the right relationships take time to build properly rather than being rushed into existence.

What sets Stefano apart is that he doesn't treat business development as a numbers game. He approaches it the way Guided Wealth approaches everything else: with real attention to fit. The goal isn't more introductions - it's the right ones, families who will actually be well served by what the firm does and who are likely to stick around for the long haul rather than a quick close that doesn't hold up.

Stefano works directly alongside Blake on strategy and COI relationships, tracking every touchpoint and referral source with the same discipline he'd want applied to his own business, and is building toward a Director of Business Development role, where he'd take ownership of the function and lead the firm's growth as it scales into its next phase.