Get to know our team
Trusted and Experienced
The team behind Guerra Financial Group is inspired to do work that matters and motivated to make a difference in families' lives.
"GFG is a wonderful and professional company that meets all my financial advising needs and more. The staff is responsive to my individual needs, they listen, they execute plans effectively, and a pleasure to deal with in any transaction. I highly recommend GFG be considered when you are in the market for a solid financial wealth advisor team!"
Gisela Gomar-Salzverg
"This is the first time that we have had so much personal attention with regard to our investments. I have learned a lot because they explained everything thoroughly until we understood. I am extremely satisfied and would highly recommend to anyone looking for retirement and investment information or a knowledgeable advisor. We started out with Sebastian and now Tyler, we are very satisfied with Guerra Financial."
Grisel Velasco
"I joined Guerra Financial Group about 3 years ago. I left my stock broker for Guerra because they offered a complete comprehensive plan for retirement preparation. Income Stream, 0 tax bracket, estate planning, Long Term Care arrangements and so much more is involved to planning for retirement. I like that they have helped us set up a plan... We could not have done this ourselves. This is too important not to have proper guidance and education."
Karen Shaw
"Guerra is all in one - knowledgeable and family oriented. Love to have everyone know my name and care about my well-being and that of my family and investments. Thank you Guerra Financial!"
Carmen Herrera
"I have only great things to say about Guerra Financial and the members of the organization. I dealt directly with one of their advisors Diego, who is exceptional at what he does and went far and beyond when working on my mothers account. He kept us informed through the entire process and diligently took care of unexpected problems that came up when dealing with a third party. We are thankful for his professionalism and hard work. I recommend their services to everyone."
Lianet Navarro
WEALTH MANAGEMENT SERVICES
Our Wealth Management Services team oversees existing clients' assets and works to manage client relationships.
Diego Lopez
Wealth Management Director
Ashley Correa
Wealth Management Services Associate
Osvaldo Torres
Wealth Management Services Associate
Mayle Labrador
Wealth Management Services Associate
Sandra Montoya
Wealth Management Services Assistant
Adrianna Charry
Wealth Management Services Assistant
Blanca Guerra
Wealth Management Services Associate
Daniel Nuñez
Wealth Management Services Associate
Sebastian Coral
Wealth Management Services Assistant
Join Our Team
Are you interested in becoming a part of a dynamic and client-focused wealth management firm? As a member of our team, you'll have the opportunity to work with experienced fiduciary advisors.
NEW BUSINESS
Our New Business team manages new clients' assets for investments and works with both the new client and Associate Advisors to determine the best allocation of financial resources.
Jacqueline Albo
Onboarding Specialist
Juan Guzman Rojas
Onboarding Associate
Janet Salgado
Life & Annuity Specialist
Gabriela Morales
Onboarding Specialist
Mateo Alzate
Onboarding Associate
Melissa Sanchez
Life & Annuity Specialist
Benny Rodriguez
Onboarding Specialist
Max Paez
Paraplanner
Giovanni Jimenez
Account Specialist
MARKETING
Our Marketing team coordinates events and classes for future clients and manages the firm's online presence.
Brian Corey
Marketing Director
Mercy Velasco
Client Relations Coordinator
Yanell Ordonez
Community Outreach Coordinator
Nancy Maldonado
Client Relations Coordinator
Sydney Burnett
Digital Marketing Manager
Johanna Perez
Events Coordinator
Ely Marrero
Senior Events Coordinator
Julia Koelble
Content Coordinator
Kassandra Ocampo
Events Assistant
Bryan Rodriguez
Video Specialist
Jimmy Cardentey
ESTATE, TAX AND REAL ESTATE TEAM
Our Estate, Tax and Real Estate team is comprised of specialized staff in their area of expertise.Â