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Connie G

CFP®, ChFC®, Series 63, Series 65

Roanoke, VA

Guelich Capital Management, LLC

Connie Guelich is a CFP® and ChFC® with 26 years of industry experience. She has been with Guelich Capital Management, LLC since 2006 and also maintains a role at Oberlín Financial Corp. Her other business activities include work related to fixed insurance and fixed annuities. Guelich Capital Management, LLC is an SEC-registered investment adviser serving individual clients, trusts, and estates with portfolio management, financial planning, wealth management, and estate planning services. The firm offers both discretionary and non-discretionary management using fundamental and technical analysis, and provides educational seminars alongside limited tax-preparation services.

General estate planning guidance Wealth management Retirement income strategy Options & derivatives strategies
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Robert G

Series 63, Series 65

Roanoke, VA

Guelich Capital Management, LLC

Robert Guelich is a financial advisor at Guelich Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guelich Capital Management since 2006. He is also associated with Oberlín Financial Corp and Guelich Financial Group, where he conducts limited insurance sales and service activities. Guelich Capital Management, LLC is an SEC-registered investment adviser serving individual clients, trusts, and estates with portfolio management, financial planning, wealth management, and estate planning services. The firm offers both discretionary and non-discretionary management, using a combination of fundamental and technical analysis and providing educational seminars and limited tax-preparation services.

General estate planning guidance Wealth management Retirement income strategy Options & derivatives strategies
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