Connie Guelich Biography

CONNIE C. GUELICH, CFP® CLU ChFC AEP®

Guelich Capital Management LLC

Connie Guelich is the founder and president of Guelich Capital Management LLC, a Registered Investment Advisory firm registered with the State of Virginia and located in Roanoke, Virginia. Through Guelich Capital, Connie and her team actively manage client assets on a fee-only basis. Their proprietary five-step process of market analysis and risk management focuses on reaching client investment goals while measuring and controlling the risk in accounts. Their investment philosophy of active management is based on the belief that we are in a long term bear market cycle marked by extreme volatility, and the traditional buy and hold approach will not work in this market environment.

Connie also specializes in customized strategies to organize her clients’ financial lives and integrate investment decisions with tax planning, retirement distribution planning and generational wealth management. She has developed a process proprietary to her firm called The Private Wealth Guardian™ which is designed to help her clients organize, manage and protect their wealth.

Connie presents educational workshops on wealth management topics. In 2007 she began a workshop series especially for women named Wise Women Leave a Legacy™. The purpose is to educate and empower women to manage their money wisely. She has also designed an educational program called 7 Steps to Managing Wealth Wisely™.

Connie earned her Master of Science in Financial Services from The American College in Bryn Mawr, PA. She holds a Bachelor of Arts degree in History from the University of Maine.

Connie began her career in the financial services industry in 1980 and today serves clients across the state of Virginia and up and down the East Coast from Massachusetts to Florida.

Connie holds the following professional designations:

  • Certified Financial Planner®
  • Chartered Life Underwriter
  • Chartered Financial Consultant
  • Accredited Estate Planner®

She has served on several local boards and is a past president of the Roanoke Valley Estate Planning Council.

Connie and her husband, David, have lived in Salem for over 40 years. They have two children and six grandchildren. When she is not working, Connie enjoys playing with her grandchildren, cooking, gardening and traveling. She serves actively in her community and in her church.