Jimmy has been part of the Guerra Financial Group team since early 2020. From a young age, he knew he wanted to be in a position to connect with others while helping them make better decisions with their money. His financial career started in retail banking in 2013 and since then he has completed nearly 10,000 of one-on-one personal financial planning. As a Fiduciary Advisor, Jimmy's focus is on 5 areas of wealth management (Retirement Income Planning, Investment Planning, Tax Strategies, Estate Planning, and Healthcare Protection Planning).
Jimmy takes time to understand each client’s situation, including their wants, needs, and goals. He helps clients build an optimal system of financial security to help them through retirement. Jimmy is heavily involved in ministry, serving at his church and playing music (guitar and piano). His greatest priority is to be a good husband and father to 3 young children. We are proud to have him as part of our team.