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Guardian Financial Consulting

Guardian Financial Consulting provides consulting services to small- and medium-sized businesses, commercial real estate investors, and individuals.  Services include advisory, commercial loan brokerage, business debt relief & restructure, private dispute resolution, and personal coaching.  We also provide one-on-one coaching for traders and investors. We aim to simplify the complex, and to help you see what others miss. Our risk philosophy, “Protect First, then Profit”, asks the “what if’s” before making the best decisions possible.  

Guardian Financial Education

Guardian Financial Education produces video and other multimedia education programs for entrepreneurs, investors, traders, students, and institutions.  This division provides usable, practical skills while delivering unique and original insights.  We also assist other educators in creating or improving their content. The way we say things determines if others can learn what we're teaching.  We recognize that and take our time in teaching a subject to make sure our clients actually learn it.  This division is currently administering the mentorship program, and is also in process of developing content.  Check back soon for updates.

John Cassis, CRC - Founder

John is an independent financial analyst and strategist, seeing things others often miss.  His 20+ year career in commercial banking with three large banks included roles in credit analysis, portfolio management, relationship management, credit approval, and workouts.  During that time he worked with thousands of business owners and real estate investors, while training new bankers in topics of lending and credit analysis.  He has authored numerous articles on these subjects which have been published in The RMA Journal.  In addition, he has been independently involved in the financial markets at various times since 1986 in capacities such as trading, investing, technical analysis, fundamental and financial analysis, research, and development of computer-based trading systems (algos).

John is also passionate about mentoring.  He connects well with Millennials and Generation Z’s, and appreciates their curiosity and interest in a better future.  He has set aside time to mentor adults starting out in life, or looking to make a career change, at no charge.  If you’re looking for a mentor in business, trading, investing, real estate, entrepreneurship, personal finance, or similar topics, and would like to be considered for a pro-bono mentorship, please visit our Mentorship page.

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  • Home
  • Consulting
  • Education
  • Mentorship
  • The Honest Analyst Blog
  • About
  • Contact