Kathy Dawson Guerin, CFP®, CDFA, CAP
Wealth Management Firm
Kathy D. Guerin is President and Founder of Envision Wealth Advisors, LLC, a Registered Investment Advisory Firm located in North Wales, Pennsylvania. Before founding one of the area’s best wealth management firms, she began her career in the financial services industry in 1984 and received her CERTIFIED FINANCIAL PLANNER (CFP®) designation in 1987 from the Certified Financial Planner Board of Standards.
In addition to her CFP® designation, Kathy is a 1974 graduate of Mansfield University with a BS degree in Education. She received her CHARTERED ADVISOR in PHILANTHROPY (CAP) designation in 2010 from the American College and most recently her CERTIFED DIVORCE FINANCIAL ANALYST (CDFA™) designation from the Institute for Divorce Financial Analysts. She is a current member and past Board member of the FPA (Financial Planning Association) and adheres to the Code of Ethics and Professional Standards of Practice set by the CFP Board of Standards. She is also a member of The Institute for Divorce Financial Analysts.
While Kathy has been providing financial planning services for 29 years to individuals and couples, she works especially well with women. She taught a course on “Women & Money” for several years at Temple University and was recently named as one of the region’s top Financial Advisors in Philadelphia Magazine.
Kathy is married with one child and in her leisure time enjoys sports, reading, traveling, gardening and fine dining.
Dorothy Doyle is the Operations Manager for Envision Wealth Advisors. Prior to joining EWA, Dot spent nineteen years at Charles Schwab in branch operations and client investment services. She has experience in trading procedures, customer relations, and compliance oversight. In addition to Charles Schwab, Dot spent eleven years supporting the Principals in the daily office and business operations of another Registered Investment Advisory Firm in Horsham, PA.
Dot is a graduate of George Washington High School and is married with two grown daughters. She serves on the board of a non-profit organization, enjoys cooking, travel, fine dining and spending time outdoors.