Chi Guerrero CFP®, RMA®, CIMA®

Chi Guerrero

Chi Guerrero CFP®, RMA®, CIMA®

Wealth Management Advisor

Chi grew up in Washington state.

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Get to Know Chi

She enjoys playing tennis.

Her favorite toy as a child was any type of puzzle.

One thing on Chi’s bucket list is visiting Crater Lake.


A dependable professional, Chi describes herself as a numbers person. She chose to pursue a career in Wealth Management because she is passionate about personal finance. Chi attributes her career success to the steady support of her husband, her mom for teaching her to be independent, and her dad for believing in her. Chi’s favorite quote is a good embodiment of her personality: “Courage doesn’t always roar. Sometimes courage is the quiet voice at the end of the day saying, ‘I will try again tomorrow.’”

Chi joined HeimLantz CPAs and Advisors in 2018 and enjoys working alongside clients to be their trusted source and guide them to financial wellness as a Wealth Management Advisor.

Chi has had the privilege of traveling alongside her husband while he serves in the Armed Forces. As a military spouse, Chi learned to adapt and see things in a different perspective and continues to find new opportunities and growth with each move. She and her husband, Nate, both grew up in Washington state, where they now reside. She is happy to be back home and is filled with nostalgia of her childhood. She hopes to be an example for her daughters by giving back to the community she grew up in.

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