Chi Guerrero, CFP®, RMA®, CIMA®

Chi grew up in Lacey, Washington, and returned home in 2023 after nearly 18 years supporting her husband’s military career. During that time, she lived across the country and became deeply immersed in a wide range of communities and experiences—each of which helped shape her perspective and strengthen her sense of purpose.

Through her close connection to the military community, Chi witnessed firsthand the critical need for financial literacy and thoughtful, trustworthy guidance for service members and their families. This experience continues to inform her client-first approach and her commitment to helping individuals and families make confident, well-informed financial decisions.
Chi is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Retirement Management Advisor® (RMA®) and Certified Investment Management Analyst® (CIMA®) designations.

Outside of work, Chi enjoys playing tennis, getting lost in a good book, and exploring everything the Pacific Northwest has to offer.

Brokercheck

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.