Guerra Wealth Advisors – Miami Financial Advisors

Guerra Wealth Advisors - Miami Financial Advisors is a financial planner in Miami, FL. Established in 1986, the firm provides full-service wealth management, including portfolio management, retirement planning, tax planning, estate and legacy planning, insurance and asset protection planning, personal financial coaching, and a financial wellness program. The firm holds a rating of 4.90 based on customer reviews. The firm was founded by Mauro Guerra, who remains a partner and senior wealth advisor alongside his sons: Fabian Guerra, CEO and partner, and Sebastian Guerra, president, partner, and senior wealth advisor. The Guerra family's multi-generational commitment is central to their approach, with the managing partners maintaining client relationships and overseeing the company. Their five-step process, the GuerraFreedom Plan, is designed to help families prepare for retirement so that work becomes an option rather than an obligation, aligning financial strategy with each family's goals, needs, and values. The team also includes licensed fiduciary advisors who handle portfolio construction, analysis, and strategy, such as lead senior wealth advisor Jimmy Cardentey, senior wealth advisors Miguel Rodriguez and Mateo Alzate, and others. The firm's story is told in "The Retirement Ready Story," which explores the lessons Mauro passed on to help South Floridians avoid financial mistakes, the brothers' experience helping clients bridge the retirement income gap, and solutions for minimizing taxes while maximizing income. The office is located at 6401 SW 87th Ave #119, on Southwest 87th Avenue, about 0.2 miles from the Don Shula Expressway and the Miami-Dade County Fire and Rescue Headquarters, and roughly 0.3 miles from Sunkist Park. The firm's positive rating from customers who have reviewed it reflects its standing as a trusted advisor in the Miami area. With nearly four decades of combined experience and a legacy built on transparency, integrity, and commitment, the Guerra family has positioned the firm as a defender of families' financial futures in South Florida.

Services:

• Estate and Legacy Planning
• Personal Financial Coaching
• Portfolio Management
• Retirement Planning
• Tax Planning