Meet the Team

Our qualified financial professionals with combined 200+ years of experience help individuals and families achieve their dream retirements.

Get to know our team

Trusted and Experienced

The team behind Guerra Financial Group is inspired to do work that matters and motivated to make a difference in families' lives.

PARTNERS

The Guerra family, our managing partners, maintains client relationships and oversees the company.

Sebastian Guerra

President, Partner, Wealth Strategist

2-15 licensed, series 66

Mauro Guerra

Founder, Partner, Wealth Strategist

2-15 licensed

Fabian Guerra

CEO, Partner

2-15 licensed

WEALTH STRATEGISTS

Our licensed Fiduciary Advisors establish client meetings with the New Business and Client Services teams in order to conduct portfolio construction, analysis and strategy.

Jimmy Cardentey

Wealth Strategist

2-15 licensed, series 65

Tyler Morales

Wealth Strategist

2-15 licensed, series 65

Miguel Castañeda

Wealth Strategist

2-15 licensed, series 65

OPERATIONS

Our Operations team optimizes day-to-day procedures between departments while promoting client relationships.

20-Juliet Reyes

Juliet Reyes

Director of Operations

06-Magda Villa

Magda Villa

Executive Administrator

17-Piedad Barros

Piedad Barros

Partners Assistant

Mo

Erasmo Aburto

Operations Consultant

MARKETING

Our Marketing team coordinates events and classes for future clients and manages the firm's online presence.

Maggie

Maggie Giralt

Events Director

Sydney-Burnett

Sydney Burnett

Digital & Brand Manager

Ivonne

Ivonne Machado

Marketing Assistant

Nancy

Nancy Maldonado

Client Relations Coordinator

Johanna

Johanna Perez

Marketing Assistant

NEW RELATIONS

Our New Relations team helps prospective clients and handles initial appointments.

14-Stefanni Cavero

Stefanni Cavero

New Relations Consultant

ben-sweet-2LowviVHZ-E-unsplash

Sebastian Coral

New Relations Consultant

ben-sweet-2LowviVHZ-E-unsplash

Blanca Guerra

New Relations Consultant

ben-sweet-2LowviVHZ-E-unsplash

Andrey Hemmings

New Relations Consultant

ben-sweet-2LowviVHZ-E-unsplash

Yoseline Cortes

New Relations Consultant

NEW BUSINESS

Our New Business team manages new clients' assets for investments and works with both the new client and Associate Advisors to determine the best allocation of financial resources.

13-Diego Lopez

Diego Lopez

New Business Leader

15-Janet Salgado

Janet Salgado

Life Insurance Specialist

19-Jacqueline Albo

Jacqueline Albo

Assets Under Management Specialist

file_B97602C5-B70E-4F21-8028-9FF36B5AD2BA

Saul Lola

Annuity Specialist

24 - Yanell Ordonez

Yanell Ordonez

Paraplanner

MS2

Melissa Sanchez

New Business Assistant

Gaby-Morales

Gabriela Morales

Assets Under Management Specialist

WEALTH MANAGEMENT SERVICES

Our Wealth Management Services team oversees existing clients' assets and works to manage client relationships.

01-B - Miguel Rodriguez

Miguel Rodriguez

Wealth Management Services Leader

Max

Max Paez

Wealth Management Services Associate

18-Mayle Labrador

Mayle Labrador

Wealth Management Services Associate

ben-sweet-2LowviVHZ-E-unsplash

Erick Reinoso

Wealth Management Services Associate

16-Sandra Montoya

Sandra Montoya

Wealth Management Services Assistant

22 - Eduardo Hernandez

Eduardo Hernandez

Wealth Management Services Associate

ESTATE, TAX AND REAL ESTATE TEAM

Our Estate, Tax and Real Estate team is comprised of specialized staff in their area of expertise. 

26 - Bryan Acosta

Bryan Acosta

Mortgage Broker & Real Estate Specialist

ben-sweet-2LowviVHZ-E-unsplash

Ken Rosa, CPA

Tax Planning Specialist

25 - Daniel Guarin

Daniel Guarin, ETA, CTC, MST

Tax Planning Specialist

27 - Leslie Marenco

Leslie Marenco, ESQ

Estate and Probate Attorney

ben-sweet-2LowviVHZ-E-unsplash

Anthony Dieguez, ESQ

Estate and Business Attorney

ben-sweet-2LowviVHZ-E-unsplash

Ken Rosa Jr., CPA

Tax Planning Specialist