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, 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.

20-Juliet Reyes

Juliet Reyes

Director of Operations

06-Magda Villa

Magda Villa

Office Manager

17-Piedad Barros

Piedad Barros

Partners Assistant

MARKETING

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

03-Maggie Giralt

Maggie Giralt

Marketing & Events Director

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Ivonne Machado

Marketing Assistant

23 - Nancy Maldonado

Nancy Maldonado

Client Relations Coordinator

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Johanna Perez

Marketing Assistant

NEW RELATIONS

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

14-Stefanni Cavero

Stefanni Cavero

New Relations Associate

24 - Yanell Ordonez

Yanell Ordonez

New Relations Associate

22 - Eduardo Hernandez

Eduardo Hernandez

New Relations Associate

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Max Paez

New Relations Associate

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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.

15-Janet Salgado

Janet Salgado

New Business Associate

13-Diego Lopez

Diego Lopez

New Business Associate

19-Jacqueline Albo

Jacqueline Albo

New Business Associate

02 - Saul Lola

Saul Lola

New Business Associate

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Valentina Fortoul

New Business Associate

CLIENT SERVICE

Our Client Service team oversees existing clients' assets and works to manage client relationships.

01-B - Miguel Rodriguez

Miguel Rodriguez

Client Service Associate

18-Mayle Labrador

Mayle Labrador

Client Service Associate

16-Sandra Montoya

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. 

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Ken Rosa Jr., CPA

Tax Planning Specialist

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Ken Rosa, CPA

Tax Planning Specialist

25 - Daniel Guarin

Daniel Guarin, ETA, CTC, MST

Tax Planning Specialist

26 - Bryan Acosta

Bryan Acosta

Mortgage Broker & Real Estate Specialist

27 - Leslie Marenco

Leslie Marenco, ESQ

Estate and Probate Attorney

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Anthony Dieguez, ESQ

Estate and Business Attorney