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, series 63
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
Tyler Morales
Wealth Strategist
2-15 licensed, series 65
Miguel Castañeda
Wealth Strategist
2-15 licensed
OPERATIONS
Our Operations team optimizes day-to-day procedures between departments while promoting client relationships.
Juliet Reyes
Director of Operations
Magda Villa
Executive Administrator
Piedad Barros
Partners Assistant
Erasmo Aburto
Operations Consultant
MARKETING
Our Marketing team coordinates events and classes for future clients and manages the firm's online presence.
Maggie Giralt
Marketing & Events Director
Sydney Burnett
Digital & Brand Manager
Ivonne Machado
Marketing Assistant
Nancy Maldonado
Client Relations Coordinator
Johanna Perez
Marketing Assistant
NEW RELATIONS
Our New Relations team helps prospective clients and handles initial appointments.
Stefanni Cavero
New Relations Associate
Yanell Ordonez
New Relations Associate
Max Paez
New Relations Associate
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.
Diego Lopez
New Business Leader
Janet Salgado
Life Insurance Specialist
Jacqueline Albo
Assets Under Management Specialist
Saul Lola
Annuity Specialist
Gaby Morales
New Business Assistant
CLIENT SERVICE
Our Client Service team oversees existing clients' assets and works to manage client relationships.
Miguel Rodriguez
Client Service Leader
Melissa Sanchez
Client Service Associate
Mayle Labrador
Client Service Associate
Sandra Montoya
Client Service Assistant
Eduardo Hernandez
Client Service Associate
ESTATE, TAX AND REAL ESTATE TEAM
Our Estate, Tax and Real Estate team is comprised of specialized staff in their area of expertise.
Bryan Acosta
Mortgage Broker & Real Estate Specialist
Ken Rosa, CPA
Tax Planning Specialist
Daniel Guarin, ETA, CTC, MST
Tax Planning Specialist
Leslie Marenco, ESQ
Estate and Probate Attorney
Anthony Dieguez, ESQ
Estate and Business Attorney