Michele Guzman,  RICP® in

Michele Guzman, RICP®

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Financial Services Professional at NYLIFE Securities LLC
📍 Corpus Christi, Texas, United States

Michele Guzman is a Financial Services Professional with New York Life, specializing in serving small business owners in the Corpus Christi area. A graduate of Texas A&M University-Corpus Christi, she has been recognized with multiple Executive Council awards for her achievements.

Outside of her direct client work, Michele is interested in global business trends, following publications like the Harvard Business Review and BBC News. She also shows support for youth development by sharing company-sponsored opportunities.

Beyond serving clients, she has dedicated part of her career to coaching other financial professionals to establish their own practices.

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Experience
22 Years
Current Role
Financial Services Professional
Location
Corpus Christi, Texas, United States
Personality Overview

How Michele shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michele cares about

Small Business Finance
Her practice is explicitly focused on providing financial services and guidance to small business owners and their employees in her community.
Financial Coaching
Has experience not only serving her own clients but also in guiding and mentoring other professionals to build their own successful practices.
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Career

Work history

8-2021
Financial Services Professional
NYLIFE Securities LLC
8-2021
Agent
New York Life Insurance Company
7-2019 - 8-2021
Partner
New York Life Insurance Company
1-2019 - 7-2019
Associate Partner
New York Life Insurance Company
4-2015 - 1-2019
Sales Agent
New York Life Insurance Company
In the press

Media appearances

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Education
2005 - 2009
Bachelor of Business Administration (B.B.A.)
Texas A&M University-Corpus Christi
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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