What departments does Guerra Wealth Advisors have?

Guerra Wealth Advisors has employees across 7 departments including Administrative, Finance, Marketing, Business, Recruiting.

What is the largest department at Guerra Wealth Advisors?

The largest department at Guerra Wealth Advisors is Marketing with 7 employees.

Where are Guerra Wealth Advisors employees located globally?

Guerra Wealth Advisors has employees across 2 continents and 5 countries including United States Of America, Dominican Republic, Honduras, Colombia, Peru.

How has Guerra Wealth Advisors's team size changed over time?

Guerra Wealth Advisors's team has decreased from approximately 49 to 47 employees based on available data.

Guerra Wealth Advisors Employee Directory

Q: Who are Guerra Wealth Advisors's key employees and leadership?

Guerra Wealth Advisors's key employees include: Principal Ceo: M. G., President, Managing Partner And Lead Fiduciary Advisor: S. G..

Financial ServicesFlorida, United States51-200 Employees

Guerra Wealth Advisors is a financial services firm based in Miami, Florida, with approximately 51 to 200 employees. The firm has more than 35 years of experience serving the community and focuses on creating and customizing financial plans for clients seeking to grow and secure their wealth. It operates under core values of transparency, integrity and commitment, and was formerly known as Guerra Financial Group. In 2025, the company launched the Retirement Ready Workshop series to educate Miami-Dade County residents about retirement planning. Reports indicate engagement in asset investments related to Fidelity MSCI indices, reflecting active investment activity. The company maintains its website at guerrawealth.com.

Guerra Wealth Advisors Global Highlights

North America
69

United States Of America
65
Dominican Republic
2
Honduras
2

South America
2

Colombia
1
Peru
1

Guerra Wealth Advisors's Leadership

S. G.
President, Managing Partner And Lead Fiduciary Advisor
Mobile Phone
Email
M. G.
Principal Ceo
Mobile Phone
Email
F. G.
Managing Partner And Ceo Of Guerra Financial Group
Mobile Phone
Email
B. C.
Marketing Director
Mobile Phone
Email
D. L. M.
Director Of New Business And Wealth Management
Mobile Phone
Email
M. P.
Director Of Wealth Management
Mobile Phone
Email
J. C.
Compliance Director
Mobile Phone
Email
J. R.
Director Of Talent Acquisition And Compliance
Mobile Phone
Email

Guerra Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Education
Program & Project Management
Recruiting
Business
Other
Finance
Human Resources

Contact profiles from Guerra Wealth Advisors

Name

Title

Contact Info

Location

Last Update

S. G.
President, Managing Partner And Lead Fiduciary Advisor
Mobile Phone
Email
United StatesFlorida
Jun 08, 2026
M. G.
Principal Ceo
Mobile Phone
Email
Jun 04, 2026
F. G.
Managing Partner And Ceo Of Guerra Financial Group
Mobile Phone
Email
United StatesFlorida
Jun 25, 2026
B. C.
Marketing Director
Mobile Phone
Email
United StatesFlorida
Jun 24, 2026
D. L. M.
Director Of New Business And Wealth Management
Mobile Phone
Email
United StatesFlorida
Jun 25, 2026
M. P.
Director Of Wealth Management
Mobile Phone
Email
United StatesFlorida
Jun 25, 2026
J. C.
Compliance Director
Mobile Phone
Email
Oct 09, 2025
J. R.
Director Of Talent Acquisition And Compliance
Mobile Phone
Email
United StatesFlorida
Jan 04, 2025
J. R.
Director Talent Acquisition
Mobile Phone
Email
United StatesFlorida
Oct 17, 2024
M. G.
Marketing Director
Mobile Phone
Email
United StatesFlorida
Feb 23, 2026

Frequently Asked Questions

What is Guerra Wealth Advisors known for?

Guerra Wealth Advisors was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 6401 Southwest 87th Avenue Miami, Florida United States. Explore Guerra Wealth Advisors's company overview page for more information.

What is Guerra Wealth Advisors's most common email format?

Guerra Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Guerra Wealth Advisors email formats with LeadIQ.

How many employees does Guerra Wealth Advisors have currently?

Guerra Wealth Advisors has approximately 61 employees as of June 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are Guerra Wealth Advisors's key employees and leadership?

As of June 2026, Guerra Wealth Advisors's key employees include:

President, Managing Partner And Lead Fiduciary Advisor: S. G.
Principal Ceo: M. G.
Managing Partner And Ceo Of Guerra Financial Group: F. G.
Marketing Director: B. C.
Director Of New Business And Wealth Management: D. L. M.

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Guerra Wealth Advisors Employee Directory

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