Born in the town of El Triunfo, Ecuador, Carlos Guaman came to America with the belief that individuals with tenacity and a strong work ethic can achieve their dreams and goals. As President of El Triunfo Financial & Insurance Services, Carlos’ enterprising spirit and entrepreneurial vision guides our firm to deliver excellence in our client services and has enabled El Triunfo to achieve the honor of being one of the top 500 U.S. Hispanic-owned businesses, as recognized by Hispanic Business Magazine.
Carlos has extensive experience in finance, economics, administration and business strategy and is a versatile controller with a proven record of developing innovative solutions that produce exceptional results. This, combined with his professional ethics, honesty and community service have made him a trusted leader within the Santa Ana, California community.
Carlos is a graduate of the University of California at Irvine and of Kaplan University, graduating with a Bachelor of Arts degree in business administration and a Master of Science degree in accounting, respectively. His certifications include being a registered representative, an insurance broker and a life insurance agent (series 6 and 63) as well as being an Enrolled Agent.
Quite often we can get so wrapped up in checking projects off the company’s to-do list that we forget to recognize the labor that went into each accomplishment. Acknowledging milestones provides opportunity to show appreciation to the employees who helped you achieve them...
Are you expecting a tax refund? If so, don’t treat your tax refund as ‘bonus’ cash. Rather look at it as simply a return of taxes paid beyond your actual obligation. This will help you think about using this money purposefully. Here are some ideas to try:
The spring season is here! In addition to taxes, many of us want to take care of some overlooked cleaning tasks. Procrastination often creeps in when it comes to cleaning—especially our offices. It can feel overwhelming and somewhat unproductive to spend time decluttering and cleaning your workspace, but once complete, most people feel a sense of relief and calm. Use this handy checklist...