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  process of market analysis and risk management focuses on reaching client investment goals while measuring and controlling the risk in accounts.

Connie specializes in strategies to organize her clients’ financial lives and integrate investment decisions with tax planning, retirement distribution planning and generational wealth management.

She 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 written 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®

In 2017, Connie earned the Retirement Income Certified Professional® designation from The American College.  The focus of the curricula is to help clients develop sustainable retirement income, from retirement portfolio management techniques and mitigation of plan risks to determining the best Social Security claiming age.

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.