Meet Our Coaches

Why The College Funding Coach?

As a parent of young children, I understand how overwhelming the college planning process can be. Parents often face a unique mix of financial pressure, emotional investment, and time-sensitive decision-making. That’s why I joined The College Funding Coach®—to help families bring clarity and confidence to this complex process.

College is one of the largest expenses families will ever plan for. When approached strategically, it becomes a springboard to optimize other areas of a financial plan. My goal is to help families move forward with conviction, make informed choices, and build peace of mind as they prepare for this critical milestone.

Area of Focus for Delivering LKS Workshops:

Seattle, Washington
Partnering with schools, parent organizations, and community-based groups

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A Little More About Adam

Background:
Adam Guzek began his financial career at ING Financial Partners, where he served as both a Financial Planning Analyst and Client Relationship Manager. He later became an independent financial advisor with Voya Financial, which rebranded as Cetera in 2021. From there, Adam joined WestStar Prosperity Partners as a Financial Advisor Consultant and eventually transitioned to Colibri Capital, an Ameriprise Financial franchise, in the spring of 2022. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2023, reflecting his commitment to high standards in personal finance and long-term client advocacy.

Professional Accomplishments:

• CERTIFIED FINANCIAL PLANNER™ (CFP®)

Education:

• B.A., Business Leadership & Administration, University of Puget Sound

• M.S., Finance, Pacific Lutheran University

• CFP® coursework, College for Financial Planning

Community Involvement:
Adam is an active member of the Financial Planning Association of Puget Sound, where he participates in industry discussions and supports peer development among planners across the region.

When He’s Not Working:
A Seattle native, Adam takes full advantage of the Pacific Northwest’s natural beauty. He enjoys hiking, skiing, swimming, and golfing—often with his wife and two kids by his side. He’s also a passionate musician and lifelong learner who finds joy in reading and exploring new ideas.

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Colibri Capital is an Ameriprise Financial Franchise. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Licenses: AR License #17545684 | CA License #1929255

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The College Funding Coach is not affiliated with Ameriprise Financial Services, LLC.