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.

Get started

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

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.

Financial Advisor, Alissa Guerrero, is an active participant in the following communities:

  • Houston Food Bank: On an annual basis, she volunteers at the Houston Food Bank helping with whatever they need. Over the years she's had tasks such as sorting produce, weighing produce, packing lunches, etc.
  • SARA Animal Sanctuary: Because of her strong love for animals, she frequently volunteered at an animal Sancturary during university taking on roles such as cleaning the cat farm, feeding cows, petting goats, etc.
  • Grappling Zone Volunteer: Alissa has always had a love for mentoring kids, she volunteers regularly with the children's program.

Interests

In her free time Alissa Guerrero has spent a great amount of time pursuing her interests such as:

  • Academics: Being the first-generation college graduate in her Latino family
  • Learning Languages: She speaks English, Spanish, Romanian, and Mandarin. She is learning her 5th language currently.
  • Traveling: Being an international studies major allowed her to travel whilst in university and opened the door for scholarship opportunities abroad after university.
  • Community Service: She's a big believer in giving back to the community and serving your community.
  • Time with Family & Friends: Being of Mexican decent, family is everything to her.

My photos

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