Sammie Guajardo, CFP®
Senior Financial Planner
Sammie is a CFP® professional who brings a wealth of knowledge and practical insights to her new role.
Sammie specializes in working with individuals and families undergoing significant life changes, whether it’s planning for retirement, managing inheritance, or navigating the financial implications of a career change. Her approach emphasizes the importance of personalized support and accountability to ensure her members stay on track and make meaningful progress toward their financial goals.
Outside of her professional life, Sammie enjoys exploring Oregon parks and farmer’s markets with her husband, daughter and two dogs. She also loves listening to audiobooks while she does projects around her house or while she bakes whatever her sweet tooth is craving that day.
Education: University of Texas at Austin (BS)
"If plan A didn't work, the alphabet has 25 more letters. Stay cool." - Claire Cook
Get to know Sammie
Tulip Festival with my daughter and husband
Hiking Mount Hood in Oregon with my two dogs, Fozzie and Cole
Amazed at Redwood
National Park
Exploring the dinosaur exhibit
at the museum
If you could have any skill in the world, what would it be?
To be able to draw or paint well. My brother took all of the artistic abilities and I am left with drawing stick figures.
What's the top destination on your must-visit list?
As many national parks that I can visit in my lifetime.
What are you passionate about?
Being a mom and raising fearless women with no boundaries on who or what they can become.
Where's your favorite place in the world?
San Antonio, Texas celebrating Fiesta and enjoying the culture and festivities of my hometown.