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, Managing Partner, Investment Advisor Representative
2-15 licensed, series 63, 65, 66
Mauro Guerra
Founder, Wealth Advisor
2-15 licensed, series 63, 65, 66
Fabian Guerra
CEO, Managing Partner
2-15 licensed, series 63, 65, 66
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.
Jimmy Cardentey
Associate Investment Advisor Representative
2-15 licensed, series 63, 65, 66
Tyler Morales
Associate Investment Advisor Representative
2-15 licensed, series 63, 65, 66
Miguel Castañeda
Associate Wealth Advisor
2-15 licensed, series 63, 65, 66
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