About Alma M Guimarin
A founding partner of The Metro Bay Group with over 38 years of Wall Street experience, Alma Guimarin leads a bicoastal team focused on creating customized wealth management solutions for clients all over the world. Alma is a financial problem solver and believes strongly in the power of financial literacy and planning. Her goal is for all her clients to have a vision of what investing can do for them and their families.
Originally from the Netherlands, Alma grew up in Asia before attending Syracuse University, where she earned a high honors degree in economics. Following graduation, she moved to Luxembourg to work in the airlines business, which allowed her to travel the world and gain international business experience.
Alma moved back to the United States in 1986 to pursue her passion for financial planning. She began her career at Shearson Lehman Brothers, now Morgan Stanley, and has been a dedicated member of the firm for nearly 38 years. Over the course of her career, and thanks to the trust her clients have placed in her, Alma has been recognized as one of the top advisors in the business by Barron’s, Forbes and the Financial Times.*
Constantly seeking to expand the range and quality of advice she can offer her clients, Alma has earned multiple professional designations over her career, including as a Certified Financial Planner™ (CFP®), Chartered Investment Management Advisor (CIMA®), Certified Private Wealth Advisor (CPWA®), Certified Equity Plan Advisor (CEPA®) and Family Wealth Director.
Alma now splits her time between San Jose, California, and New York, with offices in both locations. When she’s not working, she enjoys cooking, reading, practicing yoga and downhill skiing with her family.
*Disclaimers:
Barron's Top 1,200 Financial Advisors: State-By-State (2023, 2022, 2021, 2020)
2020-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2020-2023). Data compiled by Barron's based on 12-month period concluding in September of the year prior to the issuance of the award.
Barron's Top 100 Women Financial Advisors (2022, 2021, 2020, 2019, 2018)
2022, 2021, 2020, 2019, 2018 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2022, 2021, 2020, 2019, 2018). Data compiled by Barron's based on 12-month period concluding in March of the year the award was issued.
2 Forbes Best-In-State Wealth Management Teams (2024, 2023)
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded January 2024, 2023). Data compiled by SHOOK Research LLC based on the 12-month period concluding in March of the year the award was issued.
Forbes America's Top Women Wealth Advisors Best-in-State (2024, 2023, 2022, 2021, 2020, 2019, 2018)
2024, 2023, 2022, 2021, 2020, 2019, 2018 Forbes America's Top Women Wealth Advisors and Forbes Top Women Wealth Advisors Best-In-State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2024, 2023, 2022, 2021, 2020, 2019, 2018). Data compiled by SHOOK Research LLC based on 12-month period concluding in September of the year prior to the issuance of the award. Forbes Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State.
3 Financial Times Top 400 Financial Advisors (2020, 2019, 2018, 2017)
2020, 2019, 2018, 2017 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based on the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
Securities Agent: CA, DE, WA, MS, FL, WI, TX, NJ, MN, KS, VA, OR, OH, NV, NH, IN, IL, WV, GA, CT, AL, VT, PA, ND, MO, ID, DC, UT, SC, NY, NM, MI, KY, CO, AR, TN, NC, RI, WY, SD, MT, ME, MA, AZ, MD, HI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1279502
CA Insurance License #: 0A43259