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.
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.
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
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 Consultant

Sebastian Coral
New Relations Consultant

Blanca Guerra
New Relations Consultant

Andrey Hemmings
New Relations Consultant

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.

Diego Lopez
New Business Leader

Janet Salgado
Life Insurance Specialist

Jacqueline Albo
Assets Under Management Specialist

Saul Lola
Annuity Specialist

Yanell Ordonez
Paraplanner

Melissa Sanchez
New Business Assistant

Gabriela Morales
Assets Under Management Specialist
WEALTH MANAGEMENT SERVICES
Our Wealth Management Services team oversees existing clients' assets and works to manage client relationships.

Miguel Rodriguez
Wealth Management Services Leader

Max Paez
Wealth Management Services Associate

Mayle Labrador
Wealth Management Services Associate

Erick Reinoso
Wealth Management Services Associate

Sandra Montoya
Wealth Management Services Assistant

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.Â

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
