The Financial and Wealth Advisors team at Guerra Wealth Advisors is dedicated to creating and implementing tailored financial strategies for clients. They provide comprehensive services including discovery of client needs, tax planning, account management, life and annuity planning, and wealth management to help clients grow and secure their wealth. The team operates with a strong commitment to transparency, integrity, and client prosperity.
Ashley Perez
Discovery Specialist
Daniel Guarin
Tax Planning Specialist
Giovanni Jimenez
Account Specialist
Giovanni Peña
Discovery Specialist
Janet Salgado
Life & Annuity Specialist
Jimmy Cardentey
Wealth Strategist
Max Paez
Head Of Wealth Management
Melissa Sanchez
Life & Annuity Specialist
Paola Ferrer
Discovery Specialist
Yoseline Cortes
Discovery Specialist
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