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Overview
Guerra Wealth Advisors provides personalized financial planning to help clients grow and protect their wealth. It creates tailored plans that cover saving, investing, retirement, and risk management through one-on-one guidance, guided by transparency and integrity. Advisors review a client’s finances and goals, develop a plan aligned with risk tolerance, and adjust it over time with the client’s consent. The goal is to help clients prosper by delivering clear guidance and long-term, client-centered service that serves the local community.
About Guerra Wealth Advisors
Industries
Consulting
Financial Services
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Miami, Florida
Founded
1986
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Simplify's Take
What believers are saying
- May 2025 launched Be Retirement Ready workshops targeting 1 million Miami-Dade residents.
- July 2026 market webinars keep clients engaged during volatile AI and inflation headlines.
- Updated 2026 site highlights 40-year milestone, signaling longevity and brand credibility.
What critics are saying
- August 2026 depends on founder Sebastian Guerra; succession risk remains concentrated.
- SEC filing shows expansion to Colorado on March 22, 2026; compliance burden rises.
- A retirement-education brand can fail if webinar traffic stops converting into assets.
What makes Guerra Wealth Advisors unique
- Independent fiduciary RIA; not captive, and sells retirement planning over products.
- Manages $600M+ for 3,000+ clients, giving scale uncommon among local advisors.
- Runs 100+ educational events yearly, building trust through community-based lead generation.
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Benefits
Health Insurance
Vision Insurance
Dental Insurance
401(k) Company Match
Paid Vacation
Paid Holidays
Referral Bonuses
Conference Attendance Budget
Training Programs
Professional Certification Support
Guerra Wealth Advisors is Hiring for 6 Jobs on Simplify!
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About Guerra Wealth Advisors
Industries
Consulting
Financial Services
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Miami, Florida
Founded
1986
Guerra Wealth Advisors is Hiring for 6 Jobs on Simplify!
Find jobs on Simplify and start your career today