Thy Guiley, CFP®
Director | Client Manager | San Francisco, CA
tguiley@freestonecapital.com
Phone
415.510.6812
415.510.6850
Fax
206.707.7399
Thy is a Client Manager on the Morris Team and is responsible for overseeing clients’ financial plans, implementing clients’ investment strategies and assuring all wealth management solutions are addressed. Prior to joining Freestone, Thy spent two years at an RIA in San Francisco serving high-net-worth individuals. She started her career at Wells Fargo’s Technology Banking Group and completed their formal six-month training program prior to joining Silicon Valley Bank as a Vice President and Portfolio Manager. At SVB, she worked closely with investors and entrepreneurs on venture debt and asset-based financing in their Consumer & Technology Group.
Education
Thy earned a B.S. in Finance from Santa Clara University and is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside Freestone
In her spare time, Thy enjoys swimming with her local U.S. Master’s swim team, long scenic walks and cooking for her family and friends.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures.