Team

Guided Wealth is home to a team of highly credentialed financial professionals including CFP®s, MSFPs, FPQP™s, WCMP, and RICP® designees who combine expertise with a personalized approach.

Blake Barbosa CFP®, MSFP, RICP®, WMCP®
Founder and CEO

Carolyn Pratt, FPQP®
Senior Financial Planner

Stefano Lanci
Financial Planner

Jenna Smith
Director of Operations

Debbie Moreau
Client Service Specialist