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Guerra Wealth Advisors Employee Directory

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.

Find Guerra Wealth Advisors employees' phone numbers or email addresses

Guerra Wealth Advisors Global Highlights

Location
Employees

North America
68

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  • United States Of America
    64
  • Honduras
    2
  • Dominican Republic
    2

South America
2

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  • Peru
    1
  • Colombia
    1

Guerra Wealth Advisors's Leadership

  • Principal Ceo at Guerra Wealth Advisors
    M. G.
    Principal Ceo
    Mobile Phone
  • Compliance Director at Guerra Wealth Advisors
    J. C.
    Compliance Director
    Mobile Phone
  • Brand Marketing Manager at Guerra Wealth Advisors
    S. B.
    Brand Marketing Manager
    Mobile Phone
  • Wealth Advisor at Guerra Wealth Advisors
    H. A.
    Wealth Advisor
    Mobile Phone
  • Talent Acquisition Associate at Guerra Wealth Advisors
    M. M.
    Talent Acquisition Associate
    Mobile Phone
  • Community Engagement Specialist at Guerra Wealth Advisors
    Y. O.
    Community Engagement Specialist
    Mobile Phone
  • Client Advocate at Guerra Wealth Advisors
    N. V.
    Client Advocate
    Mobile Phone
  • Estate Planning Paralegal at Guerra Wealth Advisors
    J. A.
    Estate Planning Paralegal
    Mobile Phone

Guerra Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Education
  • Program & Project Management
  • Recruiting
  • Business
  • Other
  • Finance
  • Human Resources
  • Community & Social Services

Contact profiles from Guerra Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Principal Ceo at Guerra Wealth Advisors
    M. G.
    Principal Ceo
    Mobile Phone
    Aug 30, 2026
  • Compliance Director at Guerra Wealth Advisors
    J. C.
    Compliance Director
    Mobile Phone
    Oct 09, 2025
  • Brand Marketing Manager at Guerra Wealth Advisors
    S. B.
    Brand Marketing Manager
    Mobile Phone
    Jul 28, 2026
  • Wealth Advisor at Guerra Wealth Advisors
    H. A.
    Wealth Advisor
    Mobile Phone
    Mar 24, 2026
  • Talent Acquisition Associate at Guerra Wealth Advisors
    M. M.
    Talent Acquisition Associate
    Mobile Phone
    May 30, 2026
  • Community Engagement Specialist at Guerra Wealth Advisors
    Y. O.
    Community Engagement Specialist
    Mobile Phone
    Aug 31, 2026
  • Client Advocate at Guerra Wealth Advisors
    N. V.
    Client Advocate
    Mobile Phone
    Apr 15, 2026
  • Estate Planning Paralegal at Guerra Wealth Advisors
    J. A.
    Estate Planning Paralegal
    Mobile Phone
    Feb 18, 2026
  • Estate Planning Associate at Guerra Wealth Advisors
    B. G.
    Estate Planning Associate
    Mobile Phone
    Apr 15, 2026

Frequently Asked Questions

What is Guerra Wealth Advisors known for?

Minus sign iconPlus sign iconGuerra Wealth Advisors was founded in 1986 and operates in the Financial Services industry. Explore Guerra Wealth Advisors's company overview page for more information.

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

Minus sign iconPlus sign iconGuerra Wealth Advisors employees' email format typically follows the pattern of First@guerrafinancial.com. 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?

Minus sign iconPlus sign iconGuerra Wealth Advisors has approximately 62 employees as of September 2026. These team members are located across 2 continents, including North America and South America.

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

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

  • Principal Ceo: M. G.
  • Compliance Director: J. C.
  • Brand Marketing Manager: S. B.
  • Wealth Advisor: H. A.
  • Talent Acquisition Associate: M. M.

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