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 Investment Advisory Representative 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. He is a licensed professional with Series 66 and is an Investment Adviser Representative (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.
In the last 15 years, Sebastian has hosted over 500 (over 30 per year) educational classes on the topics of investment management, retirement income planning, tax planning, insurance & asset protection and estate planning to more than 14,000 families. He is the co-author of "The Retirement Ready Story," which looks back at how the teachings, values, and work ethic of his father inspired him and his brother Fabian to become partners and owners of a family business that places a special emphasis on helping other families.
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.