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

2-15 licensed, series 66

Mauro Guerra

Founder, Partner, Wealth Strategist

2-15 licensed, series 63

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

Tyler Morales

Wealth Strategist

2-15 licensed, series 65

Miguel Castañeda

Wealth Strategist

2-15 licensed

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

Executive Administrator

17-Piedad Barros

Piedad Barros

Partners Assistant

Mo

Erasmo Aburto

Operations Consultant

MARKETING

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

Maggie

Maggie Giralt

Marketing & Events Director

Sydney-Burnett

Sydney Burnett

Digital & Brand Manager

Ivonne

Ivonne Machado

Marketing Assistant

Nancy

Nancy Maldonado

Client Relations Coordinator

Johanna

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

Max

Max Paez

New Relations Associate

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.

13-Diego Lopez

Diego Lopez

New Business Leader

15-Janet Salgado

Janet Salgado

Life Insurance Specialist

19-Jacqueline Albo

Jacqueline Albo

Assets Under Management Specialist

02 - Saul Lola

Saul Lola

Annuity Specialist

Gaby-Morales

Gaby Morales

New Business Assistant

CLIENT SERVICE

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

01-B - Miguel Rodriguez

Miguel Rodriguez

Client Service Leader

MS2

Melissa Sanchez

Client Service Associate

18-Mayle Labrador

Mayle Labrador

Client Service Associate

16-Sandra Montoya

Sandra Montoya

Client Service Assistant

22 - Eduardo Hernandez

Eduardo Hernandez

Client 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. 

26 - Bryan Acosta

Bryan Acosta

Mortgage Broker & Real Estate Specialist

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Ken Rosa, CPA

Tax Planning Specialist

25 - Daniel Guarin

Daniel Guarin, ETA, CTC, MST

Tax Planning Specialist

27 - Leslie Marenco

Leslie Marenco, ESQ

Estate and Probate Attorney

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Anthony Dieguez, ESQ

Estate and Business Attorney

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Ken Rosa Jr., CPA

Tax Planning Specialist