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
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, series 65
Tyler Morales
Wealth Strategist
2-15 licensed, series 65
Miguel Castañeda
Wealth Strategist
2-15 licensed, series 65
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
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 SERVICE
Our Wealth Management Service team oversees existing clients' assets and works to manage client relationships.
Miguel Rodriguez
Wealth Management Service Leader
Max Paez
Wealth Management Service Associate
Mayle Labrador
Wealth Management Service Associate
Erick Reinoso
Wealth Management Service Associate
Sandra Montoya
Wealth Management Service Assistant
Eduardo Hernandez
Wealth Management 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.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