Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investment Management
  • Women's Financial Strategies
  • Family Finances
  • Insurance
  • Financial planning for small business
  • Financial Strategies for LGBTQ Couples and Families
  • Saving for Education
  • Estate Planning Strategies
  • Social Security Retirement Benefits

Education

  • Bachelor of Arts, International Business & Minor In Mandarin Chinese, Texas State University, San Marcos, Texas

Awards & recognition

  • Reveal Wealth Strategies, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025

Professional associations

  • President of TECO Taiwan Alumni Association in Houston, TX

Community participation

Alissa Guerrero doing her first annual volunteer trip to the Houston Food Bank in 2020.
Alissa Guerrero doing her first annual volunteer trip to the Houston Food Bank in 2020.

As a Hispanic American Financial Advisor, Alissa Guerrero, is an active participant in:

  • Volunteering with the Latino & Hispanic communities as a Latina financial advisor in Houston Texas, and a descendent of Mexican immigrants Alissa has a passion for giving back to her Hispanic community
  • Houston Food Bank: On an annual basis, she volunteers at the Houston Food Bank helping with sorting produce, weighing produce, packing lunches, etc.
  • SARA Animal Sanctuary: Because of her strong love for animals, she frequently volunteers with animals.
  • Grappling Zone: Alissa volunteers regularly with the children's program mentoring children.

Interests

As a Hispanic American Financial Advisor Alissa Guerrero's Interest Are:

  • Academics: Being the first-generation college graduate in her Hispanic American family Alissa loves academics.
  • Languages: She speaks English, Spanish, Romanian, and Mandarin. She is learning her 5th language currently.
  • Time with Family & Friends: Being of Mexican decent, family is everything to her as a Hispanic American.
  • Community Service: As a Hispanic American Latina being of service to the Hispanic community in Houston, TX and abroad.
  • Hispanic Heritage History: As a Mexican American Financial Advisor, Alissa Guerrero, is very interested in Hispanic Heritage.

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