My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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

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.

My photos

1 albums
close