Sebastian Guerra

President, Managing Partner, Investment Advisor Representative

2-15 licensed, series 63, 65, 66

05-Sebastion Guerra

Sebastian believes it is not how much you make, but how much you keep that makes the difference in his clients' financial futures. Sebastian Guerra is the Managing Partner and Registered Investment Advisor of Guerra Financial Group. Together with his brother Fabian and founder Mauro Guerra, they have a shared vision of creating a truly world-class experience for Guerra Financial Group's clients. The professionals at Guerra Financial Group attribute their success to the high priority they put on being good stewards of the assets entrusted to their management. Sebastian's success can be attributed to his passion for consuming financial concepts and helping families get to the point where work becomes an option and not an obligation.

 

As the main engine of our firm, Sebastian is responsible for overseeing our entire team of advisors and the service they provide to over 3,000 clients across the United States. He is a regular guest on NBC Money, Univision, AmericaTV and Telemundo and the host of the firm's weekly radio show on one of Miami's top talk show radio stations. Sebastian has also been quoted in numerous publications, including NBC, New York and Boston magazines. His securities professional designations include the Series 63, Series 65, Series 66 and IAR. He holds his life, health and variable annuity licenses with the state of Florida and is working on his CFC (Chartered Financial Consultant), CFP (Certified Financial Planner) and CLU (Chartered Life Underwriter) certifications.

 

Since 2011, In the last 14 years, Sebastian has hosted over 470 (over 30 per year) educational classes on the topics of retirement income planning, investment management, tax planning, healthcare asset protection and estate planning to more 14,000 families. He is the author of the book "Be Retirement Ready: Work Because You Want To, Not Because You Have To" and co-author of "The Retirement Ready Story." Sebastian also graduated in 2014 with a double major from the University of Miami, School of Business with a concentration in finance and entrepreneurship. As an avid gym goer, he believes that "What good is it to build your wealth if you don't have the health to enjoy it." His greatest priority is to be a good husband and father to his baby girl, Lina Guerra.