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.
ASSOCIATE ADVISORS
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
Office Manager

Piedad Barros
Partners Assistant
MARKETING
Our Marketing team coordinates events and classes for future clients and manages the firm's online presence.

Maggie Giralt
Marketing & Events Director

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

Eduardo Hernandez
New Relations Associate

Max Paez
New Relations Associate

Nicuary Guerrero
New Relations Assistant
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.

Janet Salgado
New Business Associate

Diego Lopez
New Business Associate

Jacqueline Albo
New Business Associate

Saul Lola
New Business Associate

Valentina Fortoul
New Business Associate
CLIENT SERVICE
Our Client Service team oversees existing clients' assets and works to manage client relationships.

Miguel Rodriguez
Client Service Associate

Mayle Labrador
Client Service Associate

Sandra Montoya
Client Service Assistant
ESTATE, TAX AND REAL ESTATE TEAM
Our Estate, Tax and Real Estate team is comprised of specialized staff in their area of expertise.Â

Ken Rosa Jr., CPA
Tax Planning Specialist

Ken Rosa, CPA
Tax Planning Specialist

Daniel Guarin, ETA, CTC, MST
Tax Planning Specialist

Bryan Acosta
Mortgage Broker & Real Estate Specialist

Leslie Marenco, ESQ
Estate and Probate Attorney
