Sammie Guajardo, CFP®
As a CERTIFIED FINANCIAL PLANNER™ professional, Sammie is committed to helping clients create and implement their short- and long-term financial goals. She creates customized plans that include building retirement wealth, legacy planning, and tax reduction strategies. She also specializes in helping young families, switching careers, homeownership, and education on investing strategies tailored to accumulating wealth.
As the Marketing Manager, Sammie develops and executes marketing strategies that foster relationships with future clients and keeps our current clients up-to-date. Sammie obtained her Bachelor of Arts degree in advertising and communications from the University of Texas and has over 10 years of marketing experience in the hospitality industry.
When Sammie is not in the office, you'll find her and her family exploring Oregon's coolest kid-friendly spots, creating unforgettable memories with her husband, daughter, and two dogs.
Sammie is an Investment Advisor Representative and Registered Representative with LPL Financial. She has her Series 7 and 66 Securities registrations held with LPL Financial, as well as her state Life and Health Insurance licenses.