Jonathan Guerrero

Financial Specialist at Guerra Wealth Advisors

Jonathan Guerrero is a Financial Specialist at Guerra Wealth Advisors, a position held since September 2025. Prior experience includes a role as a Financial Planning Extern at Amplified Planning, where Jonathan completed a comprehensive virtual externship focused on the financial planning process and observed client meetings. At Intuit, Jonathan served as a Business Consultant and received multiple top performance awards, also excelling as a Sales Associate. Academic credentials include a Bachelor of Business Administration in Human Resource Management from Florida International University and a Certificate of Sales and Customer Relationship Management. Additional experience encompasses roles in student assistance, strategic sales advising, leadership in Cru, and customer service at Koning Restaurant Intl.

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices