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Martin G
CFA®, Series 63
Phoenix, AZ
Meridian Passage
Martin Guerrero is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. He has worked at Meridian Passage since 2025 and previously held roles at TerraNova Capital Equities, Courtyard Advisors, Rhythm Beverage Group, Circle AMG, and SunChase Holdings. Outside of his advisory work, he serves as a director for Agave Pay, Inc., a payment processing company, advising on corporate strategy. Meridian Passage, LLC provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, focusing on personalized financial plans and investment policy statements, using mainly passive, low-cost funds and managing accounts under client-granted discretionary authority.
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