A complete list of active advisors currently associated with Guerra Pan Advisors, LLC

Warmer can help you find a great advisor at Guerra Pan Advisors, LLC or one who fits your needs even better.

Guerra Pan provides investment advisory and financial planning services to individuals, high‑net‑worth individuals, trusts and estates. Services include customized portfolio management (both discretionary and non‑discretionary), asset allocation, retirement‑account advice, and planning consultations using ETFs, mutual funds and individual equities. The firm constructs portfolios using a combination of fundamental and technical analysis and an internal due‑diligence process, with a general long‑term orientation while permitting shorter‑term trades for rebalancing or liquidity needs. Guerra Pan evaluates legacy holdings for tax or fit considerations, implements client‑directed investment restrictions when accepted, and conducts regular account monitoring under its fiduciary standard. Guerra Pan manages approximately $210 million in discretionary client assets, a scale that places it among a small minority of supported firms that exceed $200 million in assets per advisor. The firm maintains an institutional relationship with a major custodian that provides technology, trading and operational support—access that the advisor cites as broadening available investment options and back‑office capabilities.

To learn more about the advisors currently working at Guerra Pan Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.