Commonwealth Financial Network
47yrs
Top advisor by experience in Washington
2yrs
Matthew Guzman is a fiduciary financial advisor in Spokane, Washington, with 2 years in the industry. Matthew joined New Millennium Group in 2026, a firm offering financial planning, investment management, and retirement plan consulting. New Millennium Group reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 526 advisors with offices in Spokane, and one of 501 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office5915 S. Regal St. Suite 214, Spokane, WA 99223
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$281,122
Advisors at the firm13
States licensed ?1 state
Services through New Millennium Group
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowNew Millennium GroupCurrent firm
Contact Matthew
5915 S. Regal St. Suite 214Spokane, WA 99223Office · Get directions Firm main line(801) 446-9950Headquarters: New Millennium Group · Sandy, UT X (Twitter) pageNew Millennium Group
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call New Millennium Group at (801) 446-9950 and ask for Matthew Guzman. Matthew works from the Spokane, WA office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Matthew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
New Millennium Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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