Firm and Family History

Get to know our roots and what we stand for. View a timeline of the history of our firm and family.

  • 1982

    Mauro Guerra

    Arrived to the United States and became 2-18 licensed as a life and health insurance captive agent.

  • 1986

    Mauro Guerra

    Became an independent advisor and founded Mauro Guerra Financial Network.

  • 1988

    Mauro Guerra

    Received his 2-15 license and his series 6 license through a broker dealer, allowing him to offer Mutual Funds, Variable Annuities and certain insurance products. During this time, he started his own mortgage and titling company.

  • 1997

    Mauro Guerra

    Moved his office to Coral Gables. He became series 26 licensed, allowing him to supervise the transactions and sales activities of investment and annuity companies.

  • 2000

    Mauro Guerra

    Wrote and published the Barnes and Noble Best-selling book "Como Multiplicar Su Dinero En Los Estados Unidos."

  • 2003

    Mauro Guerra

    Received his series 65 license, allowing him to offer securities in the State of Florida.

  • 2005

    Mauro Guerra

    Became a Registered Financial Consultant, RFC.

  • 2008

    Sebastian Guerra

    Joined MGFN as an Associate Advisor with his 2-15 license. Team of 4 with 320 client families.

  • 2010

    Fabian Guerra

    Joined MGFN as an Associate Advisor with his 2-15 license.

  • 2011

    Mauro Guerra

    Receives a Special Congressional Recognition by the United States House of Representatives for his service in the South Florida Hispanic Community.

  • 2012

    Mauro Guerra Financial Network

    Was changed to Guerra Advisors, Inc. under the DBA, Guerra Financial Group and the firm moved to its Miami headquarters.

  • 2013

    Sebastian Guerra

    Became series 63, 65, 66 and 7 licensed as a securities advisor and an investment advisor representative under a broker dealer and registered investment advisory firm. Team of 8 with 650 client families.

  • 2015

    Guerra Advisors, Inc.

    Was established as a premier insurance agency for retirement and legacy planning strategies with Fabian Guerra, managing partner, as its principal agent. 

  • 2016

    Guerra Advisors, Inc.

    Established Guerra Advisory Services, a 100% independent registered investment advisory firm. Began training and mentoring over 7,000 advisors for large investment and insurance companies.

  • 2017

    Guerra Financial Group

    Was recognized as one of the top independent firms in South Florida by the Business Excellence Committee. Team of 12 with 900 client families.

  • 2020

    Guerra Advisors, Inc.

    (DBA, Guerra Financial Group) entered the Advisors Excel Hall of Fame of the Financial Services Industry. Estate planning and tax planing were added to the services of the firm.

  • 2022

    Guerra Advisors, Inc.

    Manages over $600 million between investment portfolios and insurance accounts. Team of 28 with 1,700+ client families.

  • 1982

    Mauro Guerra

    Arrived to the United States and became 2-18 licensed as a life and health insurance captive agent.

  • 1986

    Mauro Guerra

    Became an independent advisor and founded Mauro Guerra Financial Network.

  • 1988

    Mauro Guerra

    Received his 2-15 license and his series 6 license through a broker dealer, allowing him to offer Mutual Funds, Variable Annuities and certain insurance products. During this time, he started his own mortgage and titling company.

  • 1997

    Mauro Guerra

    Moved his office to Coral Gables. He became series 26 licensed, allowing him to supervise the transactions and sales activities of investment and annuity companies.

  • 2000

    Mauro Guerra

    Wrote and published the Barnes and Noble Best-selling book "Como Multiplicar Su Dinero En Los Estados Unidos."

  • 2003

    Mauro Guerra

    Received his series 65 license, allowing him to offer securities in the State of Florida.

  • 2005

    Mauro Guerra

    Became a Registered Financial Consultant, RFC.

  • 2008

    Sebastian Guerra

    Joined MGFN as an Associate Advisor with his 2-15 license. Team of 4 with 320 client families.

  • 2010

    Fabian Guerra

    Joined MGFN as an Associate Advisor with his 2-15 license.

  • 2011

    Mauro Guerra

    Receives a Special Congressional Recognition by the United States House of Representatives for his service in the South Florida Hispanic Community.

  • 2012

    Mauro Guerra Financial Network

    Was changed to Guerra Advisors, Inc. under the DBA, Guerra Financial Group and the firm moved to its Miami headquarters.

  • 2013

    Sebastian Guerra

    Became series 63, 65, 66 and 7 licensed as a securities advisor and an investment advisor representative under a broker dealer and registered investment advisory firm. Team of 8 with 650 client families.

  • 2015

    Guerra Advisors, Inc.

    Was established as a premier insurance agency for retirement and legacy planning strategies with Fabian Guerra, managing partner, as its principal agent. 

  • 2016

    Guerra Advisors, Inc.

    Established Guerra Advisory Services, a 100% independent registered investment advisory firm. Began training and mentoring over 7,000 advisors for large investment and insurance companies.

  • 2017

    Guerra Financial Group

    Was recognized as one of the top independent firms in South Florida by the Business Excellence Committee. Team of 12 with 900 client families.

  • 2020

    Guerra Advisors, Inc.

    (DBA, Guerra Financial Group) entered the Advisors Excel Hall of Fame of the Financial Services Industry. Estate planning and tax planing were added to the services of the firm.

  • 2022

    Guerra Advisors, Inc.

    Manages over $600 million between investment portfolios and insurance accounts. Team of 28 with 1,700+ client families.