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 located in Roanoke, Virginia.  Connie and her team focus on designing customized strategies to organize all facets of their clients’ financial lives.  Cash flow and debt management, tax planning, risk management, investment management, retirement income planning and generational wealth transfer are all part of the planning process.

In 2007 Connie began a workshop series especially for women called Wise Women Leave a Legacy™.  The goal is to educate and empower women to handle their money wisely.  This group meets for lunch nine times a year to hear a presentation on wealth building and wealth management.  Another educational program Connie built for those interested in getting started in wealth creation is called 7 Steps to Managing Wealth Wisely™.

Connie’s Ask the Expert presentations have aired on local radio station WFIR since 2013.  In these biweekly segments Connie answers listeners’ questions concerning personal finance and retirement planning.

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

She earned her Master of Science in Financial Services from The American College in Bryn Mawr, PA and her Bachelor of Arts Degree in History from the University of Maine, Orono.  She holds the following professional designations:

  • Certified Financial Planner®
  • Chartered Life Underwriter®
  • Chartered Financial Consultant®
  • Accredited Estate Planner®
  • Retirement Income Certified Professional®

Connie 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 in her business, Connie enjoys playing with her grandchildren, cooking, gardening and spending time on a quiet lake in Maine.