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.
When you are super busy running a business, it can be easy to let customer appreciation slide to the bottom of your long to-do list. The problem is, if you don’t show your customers love on a regular basis, they’re going to feel neglected, which can put their continued loyalty at risk.
With the occurrence of cybercrimes affecting businesses increasing daily, many companies are looking for outside expertise to help them mitigate their risks. If your company has never engaged a cybersecurity professional before, you may be unsure of what to look for. The IRS suggests businesses use the following four steps when evaluating and selecting a cybersecurity...
Even if you are not a New Year’s resolution maker, it’s likely that at some point in your life you’ll want to adopt healthier or more productive habits. When you do want to make a change for the better, consider trying the following tips from lifehack.org to increase your chances of making your new good habits stick: