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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
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
- Guerra launched Be Retirement Ready in 2025 and still promotes workshops in 2026.
- The 2026 Miami Retirement Summit at the Biltmore deepens lead generation and community visibility.
- Open roles in marketing, advisors, onboarding, and sales signal continued headcount expansion.
What critics are saying
- BBB shows no accreditation, and the file opened only in October 2024.
- The firm still pushes phone-sales hiring, exposing growth to outbound conversion pressure.
- Family control around Mauro, Fabian, and Sebastian concentrates succession and reputational risk.
What makes Guerra Wealth Advisors unique
- Independent fiduciary advisors in Miami manage $1B+ AUA across thousands of clients.
- The firm packages retirement, tax, estate, and investment planning into one five-step process.
- Family leadership from Mauro, Fabian, and Sebastian Guerra anchors continuity and local brand trust.
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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!
Find jobs on Simplify and start your career today
About Guerra Wealth Advisors
Industries
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