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, Partner, Wealth Strategist

Mauro Guerra

Founder, Partner, Wealth Strategist

Fabian Guerra

CEO, Partner

"GFG is a wonderful and professional company that meets all my financial advising needs and more. The staff is responsive to my individual needs, they listen, they execute plans effectively, and a pleasure to deal with in any transaction. I highly recommend GFG be considered when you are in the market for a solid financial wealth advisor team!"

Gisela Gomar-Salzverg

"This is the first time that we have had so much personal attention with regard to our investments. I have learned a lot because they explained everything thoroughly until we understood. I am extremely satisfied and would highly recommend to anyone looking for retirement and investment information or a knowledgeable advisor. We started out with Sebastian and now Tyler, we are very satisfied with Guerra Financial."

Grisel Velasco

"I joined Guerra Financial Group about 3 years ago. I left my stock broker for Guerra because they offered a complete comprehensive plan for retirement preparation. Income Stream, 0 tax bracket, estate planning, Long Term Care arrangements and so much more is involved to planning for retirement. I like that they have helped us set up a plan... We could not have done this ourselves. This is too important not to have proper guidance and education."

Karen Shaw

"Guerra is all in one - knowledgeable and family oriented. Love to have everyone know my name and care about my well-being and that of my family and investments. Thank you Guerra Financial!"

Carmen Herrera

"I have only great things to say about Guerra Financial and the members of the organization. I dealt directly with one of their advisors Diego, who is exceptional at what he does and went far and beyond when working on my mothers account. He kept us informed through the entire process and diligently took care of unexpected problems that came up when dealing with a third party. We are thankful for his professionalism and hard work. I recommend their services to everyone."

Lianet Navarro

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

Miguel Rodriguez

Wealth Strategist

Miguel Castañeda

Wealth Strategist

Erick Reinoso

Wealth Strategist

WEALTH MANAGEMENT SERVICES

Our Wealth Management Services team oversees existing clients' assets and works to manage client relationships.

Diego Lopez

Diego Lopez

Wealth Management Director

Ashley Correa

Ashley Correa

Wealth Management Services Associate

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Osvaldo Torres

Wealth Management Services Associate

Mayle Labrador

Mayle Labrador

Wealth Management Services Associate

Sandra Montoya

Sandra Montoya

Wealth Management Services Assistant

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Adrianna Charry

Wealth Management Services Assistant

Blanca Guerra

Blanca Guerra

Wealth Management Services Associate

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Daniel Nuñez

Wealth Management Services Associate

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Sebastian Coral

Wealth Management Services Assistant

Join Our Team

Are you interested in becoming a part of a dynamic and client-focused wealth management firm? As a member of our team, you'll have the opportunity to work with experienced fiduciary advisors.

OPERATIONS

Our Operations team optimizes day-to-day procedures between departments while promoting client relationships.

Julie Reyes Cropped

Juliet Reyes

Talent Acquisition and Compliance Director

Larissa De Lima

Larissa De Lima

Human Resources Assistant

Magda Villa Cropped

Magda Villa

Director of Operations

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Piedad Barros

Administrative Assistant

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Glenys Bacha

Administrative 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.

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Jacqueline Albo

Onboarding Specialist

Juan

Juan Guzman Rojas

Onboarding Associate

Janet Salgado

Janet Salgado

Life & Annuity Specialist

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Gabriela Morales

Onboarding Specialist

Mateo

Mateo Alzate

Onboarding Associate

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Melissa Sanchez

Life & Annuity Specialist

Benny

Benny Rodriguez

Onboarding Specialist

Max Paez

Max Paez

Paraplanner

Gio

Giovanni Jimenez

Account Specialist

NEW RELATIONS

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

Stefanni Cavero

Stefanni Cavero

New Relations Consultant

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Yoseline Cortes

New Relations Consultant

MARKETING

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

Brian Corey

Brian Corey

Marketing Director

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Mercy Velasco

Client Relations Coordinator

Yanell Ordonez

Yanell Ordonez

Community Outreach Coordinator

Nancy Maldonado

Nancy Maldonado

Client Relations Coordinator

Sydney-Burnett

Sydney Burnett

Digital Marketing Manager

Johanna

Johanna Perez

Events Coordinator

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Ely Marrero

Senior Events Coordinator

Julia Koelble

Julia Koelble

Content Coordinator

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Kassandra Ocampo

Events Assistant

Bryan Rodriguez

Bryan Rodriguez

Video Specialist

Employee Testimonial

"Being employed here has really improved my state of mind. The service and value that this company gives their clients is unmatched and unbelievable. I’m grateful to be a part of a team that goes above and beyond for their clients!"

Jimmy Cardentey - Cropped

Jimmy Cardentey

ESTATE, TAX AND REAL ESTATE TEAM

Our Estate, Tax and Real Estate team is comprised of specialized staff in their area of expertise. 

Bryan Acosta

Bryan Acosta

Mortgage Broker & Real Estate Specialist

Danny Guarin

Daniel Guarin, ETA, CTC, MST

Tax Planning Specialist

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Leslie Marenco, ESQ

Estate and Probate Attorney

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Anthony Dieguez, ESQ

Estate and Business Attorney