GuidedChoice Advice is a trusted brand with over 20 years of experience in the financial industry. Our mission is to provide financial freedom to all individuals and businesses, offering personalized intelligence tailored to your specific goals. We understand that everyone deserves a reliable partner to help them achieve the future they desire.

At GuidedChoice, integrity is at the core of everything we do, as emphasized by our founder and CEO, Sherrie Grabot. With her extensive background in the industry, Sherrie has been a pioneer in automating retirement plans and has played key roles in major financial institutions. Committed to consumer choice and control, she has advocated for transparency and improved practices in the financial, technology, and healthcare fields.

Our President and COO, Louis van Zijl, ensures that we continually innovate and deliver the right advice to each customer. With his vast experience in strategic and operational leadership, Louis drives the growth, financial strength, and efficiency of GuidedChoice. Behind our recommendations are our exceptional investment team, composed of experienced professionals dedicated to optimizing your portfolio using the latest research and market intelligence.

Our Chief Investment Officer, Ganlin Xu, brings an extensive background in mathematics and research, while our Chief Investment Strategist, Thomas Anichini, has a wealth of knowledge in finance and portfolio management. We are also proud to have the esteemed Dr. Harry Markowitz, Nobel Laureate in economics and co-founder of GuidedChoice, as a member of our Investment Committee.

With his groundbreaking contributions to portfolio theory, Dr. Markowitz's expertise has helped millions of people reach their retirement goals. Additionally, Ming Yee Wang, our Chief Investment Officer Emeritus, brings a wealth of experience and insight to our investment strategies.

Your financial goals are always our top priority, and our team is dedicated to providing you with the best advice and solutions to achieve them. At GuidedChoice Advice, we believe in the power of technology to unlock greater financial freedom and transparency for everyone. Trust us to guide you towards a secure financial future