Company intelligence
Guerra Wealth Advisors
Fiduciary financial advisors who specialize in retirement success and comprehensive financial planning.
About Guerra Wealth Advisors
Formerly known as Guerra Financial Group. With over 35 years of serving the community, Guerra Financial Group has committed their practice to creating and customizing financial plans for clients who are focused on growing and securing their wealth. Operating under the core values of transparency, integrity and commitment, your prosperity is their priority.
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Signals from Guerra Wealth Advisors
7 published signals
Presence & Recognition
Guerra Wealth Advisors created a Retirement Ready University masterclass at Florida International University on Thursday, September 10, 2026.
Reported by Guerra Wealth Advisors
Presence & Recognition
Guerra Wealth Advisors is hosting a LIVE 2026 Market Update featuring Miguel Castaneda as a Wealth Advisor on September 9, 6:30 PM EST, to discuss inflation, interest rates, AI, and market volatility for retirees.
Reported by Guerra Wealth Advisors
Presence & Recognition
Guerra Wealth Advisors participated in the Miami Retirement Summit 2026 at the Biltmore Hotel, featuring a special conversation with Mayor Vince Lago.
Reported by Guerra Wealth Advisors
Presence & Recognition
Guerra Wealth Advisors participated in the Miami Retirement Summit at the Biltmore Hotel in Miami, Florida, bringing together hundreds of South Florida families for education, meaningful conversations, and a shared desire to feel more confident about retirement.
Reported by Guerra Wealth Advisors
People
Guerra Wealth Advisors is expanding its team and looking for experienced Senior Wealth Advisors to build lasting client relationships and deliver comprehensive financial guidance.
Reported by Guerra Wealth Advisors
Operations & Supply
Guerra Wealth Advisors will be closed on Monday, September 7, in observance of Labor Day to take time to recognize workers across the community and country.
Reported by Guerra Wealth Advisors
Presence & Recognition
Guerra Wealth Advisors was named Wealth Manager of the Year for 2026 as part of The 1% Award for Elite Consumer Satisfaction.
Reported by Guerra Wealth Advisors