Guerra Wealth Advisors

Giovanni Jimenez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 license. He has been with Guerra Wealth Advisors since 2023, with prior work experience at Hirequest and Aquanet. Guerra Wealth Advisors is an SEC-registered firm providing discretionary investment management, financial planning, estate planning, and consulting services to individuals, trusts, and small to mid-sized businesses. The firm emphasizes asset allocation and diversified portfolios using equities, cash, ETFs, and mutual funds, and manages accounts through a wrap fee program with third-party model managers and platform providers.

Gerardo Palacios is a financial advisor with Guerra Wealth Advisors in Miami, FL. He holds a Series 65 designation and has been with the firm since 2024, beginning his career in the industry that year. Guerra Wealth Advisors is an SEC-registered adviser serving individuals, trusts, and small to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting services. The firm emphasizes asset allocation and diversified investments while utilizing third-party model managers and a wrap fee program for its advisory services.

Leonardo Guillen is a financial advisor at Guerra Wealth Advisors in Miami, FL. He holds Series 63 and Series 65 licenses and has been working in the financial industry since 2024, with previous experience at Synovus Bank and TD Bank. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting services. The firm emphasizes asset allocation and diversified portfolios using equities, cash, ETFs, and mutual funds, and manages accounts based on each client’s time horizon and objectives.

Miguel Castaneda is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation with three years of industry experience. He has been with Guerra Wealth Advisors since 2008. Outside of advisory services, he is also licensed as an insurance agent, selling insurance products. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, and estate planning. The firm employs an active, goal-based investment approach with strategic asset allocation and uses third-party model managers for portfolio construction and account administration.

Harvis Astorga is a financial advisor at Guerra Wealth Advisors in Miami, FL, with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at firms including Citigroup and Morgan Stanley. Astorga is also active as an insurance agent through Guerra Advisors Inc., where he sells insurance products. Guerra Wealth Advisors is an SEC-registered advisory firm serving individuals, trusts, and small to mid-sized businesses with investment management, financial planning, estate planning, and consulting services. The firm emphasizes asset allocation and diversified portfolios using equities, cash, ETFs, and mutual funds, supported by third-party model managers and a wrap fee program.

Sebastian Guerra is a Series 66-licensed financial advisor with Guerra Wealth Advisors in Miami, FL, where he has worked since 2016. He has 12 years of industry experience. Outside of his advisory role, he owns a general S corporation for bookkeeping purposes and is involved in several business ventures, including vehicle leasing and real estate leasing. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small to mid-sized businesses with discretionary investment management, financial planning, and estate planning services. The firm emphasizes asset allocation and diversified use of equities, cash, ETFs, and mutual funds, employing third-party model managers and delivering services through a wrap fee program.

Gabriela Morales Blanco is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation. She has been with Guerra Wealth Advisors since 2022 and has a background that includes work at Florida International University and Platos Closet. Guerra Wealth Advisors is an SEC-registered firm that provides discretionary investment management, financial and estate planning, and consulting services to individuals, trusts, and small to mid-sized businesses. The firm’s investment approach focuses on asset allocation and diversified use of equities, ETFs, mutual funds, and cash, using third-party model managers and a wrap fee program.

Miguel Rodriguez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Guerra Wealth Advisors, he worked at Consolidated Credit. He is also an insurance agent, deriving a significant portion of his compensation from selling insurance products. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting services. The firm employs an active, goal-based investment approach with strategic asset allocation and uses third-party model managers and platform providers for portfolio construction and administration.

Mateo Alzate is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 credential. He has been with Guerra Wealth Advisors since 2023, with prior experience at Morgan Stanley and Beacon Roofing. Mateo is also licensed as an insurance agent, selling insurance products as part of his business activities. Guerra Wealth Advisors is an SEC-registered firm that serves individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting. The firm employs an active, goal-based investment process with strategic asset allocation and uses third-party model managers for portfolio construction and administration.

Preston Byrnes is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Prudential and Florida Financial Advisors. Guerra Wealth Advisors serves individuals, trusts, and small to mid-sized businesses, offering discretionary investment management, financial planning, estate planning, and consulting services. The firm emphasizes asset allocation and diversified use of equities, cash, ETFs, and mutual funds, relying on third-party model managers and delivering advisory services through a wrap fee program.

Max Paez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation. He has four years of industry experience, including roles at Guerra Wealth Advisors since 2022 and prior positions at Cash Flow Deals, Texas Roadhouse, Gap Inc, and Codiexport. Guerra Wealth Advisors serves individuals, trusts, and small to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting services. The firm emphasizes asset allocation and diversified use of equities, cash, ETFs, and mutual funds while using platform providers and third-party model managers to support portfolio management.

Jorge Perez Ruiz is a financial advisor with Guerra Wealth Advisors in Miami, FL, holding a Series 66 designation and six years of industry experience. He previously worked at Citi from 2018 to 2024 before joining Guerra Wealth Advisors. Outside of his advisory role, he is also an insurance agent, deriving a significant portion of his compensation from selling insurance products. Guerra Wealth Advisors serves individuals, trusts, and small to mid-sized businesses, providing discretionary investment management, financial planning, estate planning, and consulting services. The firm emphasizes asset allocation and diversified portfolios, using third-party model managers and a wrap fee program to deliver its services.

Luis Delrio is a financial advisor at Guerra Wealth Advisors in Miami, FL. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining Guerra Wealth Advisors, he worked independently and has experience in educational roles spanning nearly a decade. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting services. The firm emphasizes asset allocation and diversified use of equities, cash, ETFs, and mutual funds, employing third-party model managers and delivering services through a wrap fee program.

Daniel Nunez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding Series 63 and Series 65 licenses with one year of industry experience. His work history includes roles at Guerra Wealth Advisors, Wells Fargo Clearing, Wells Fargo Bank, and Bank of America. Guerra Wealth Advisors is an SEC-registered firm that serves individuals, trusts, and small to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting services. The firm emphasizes asset allocation and diversified portfolios, using third-party model managers and a wrap fee program to deliver its advisory services.

Erick Reinoso is a financial advisor at Guerra Wealth Advisors in Miami, FL, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors from 2012 to 2023. Outside of advising, he owns Reinoso Holdings LLC and is an insurance agent with Guerra Advisors, Inc. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, and estate planning services. The firm employs an active, goal-based investment approach with strategic asset allocation and uses third-party model managers for portfolio construction and administration.