About Sally Guo
With a strong foundation in finance and a passion for helping clients navigate their financial journeys, I bring a dynamic approach to wealth management. I earned my Bachelor’s degree in Economics and History from the University of Southern California (USC) before pursuing a Master’s in Finance from the University of California, Irvine (UCI). My exposure to investing and real estate began at a young age, shaping my deep understanding of financial markets and strategic planning.
As a dedicated and forward-thinking financial advisor, I focus on providing tailored financial strategies to individuals, families, and businesses. My goal is to help clients build, protect, and grow their wealth through thoughtful planning and informed decision-making.
Beyond my career, I enjoy an active lifestyle that includes golf, snowboarding, and spending quality time with my husband and siblings. Whether on the slopes, the fairway, or with family, I bring the same energy and enthusiasm to both my personal and professional life.
Securities Agent: CO, UT, SD, MN, IL, CA, NV, NJ, AZ, MA, FL, WI, TX, IN, NY, HI, DE, WY, SC, OR, NH, NC, GA, VI, VA, WA, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 2503655