Guerra Wealth Advisors
Max Paez currently serves as the Head of Wealth Management at Guerra Wealth Advisors, where responsibilities have included roles as a paraplanner, wealth management associate, prospect appointment setter, and wealth management assistant since February 2022. Prior to this, Max held the position of Senior Investment Analyst at Cash Flow Deals from June 2020 to February 2022, focusing on sourcing premium investment opportunities and facilitating mutually beneficial real estate transactions. Earlier experience includes a role as a bartender at Texas Roadhouse from April 2019 to April 2020, emphasizing customer service and engagement. Max Paez earned an Associate of Arts in Finance from Broward College between August 2016 and June 2018.