Guerra Wealth Advisors – Miami Financial Advisors of South Miami Heights

Guerra Wealth Advisors is a Financial Planner in South Miami Heights, FL, located at 6401 SW 87th Ave #119. The firm offers portfolio management, retirement planning, tax planning, estate and legacy planning, insurance and asset protection planning, personal financial coaching, and a financial wellness program. Established in 1986, the practice serves clients in Miami and South Florida. It holds a 4.90 rating based on customer reviews. Its approach centers on the GuerraFreedom Plan, a five-step process designed to align financial strategies with client goals, needs, and values. The firm aims to help families transform their retirement by increasing returns, reducing taxes, and protecting their legacy. Founders Mauro Guerra and his sons, Fabian Guerra and Sebastian Guerra, guide the practice, drawing on lessons from Mauro’s experience as an immigrant to help clients avoid financial mistakes. The team includes licensed fiduciary advisors such as Jimmy Cardentey, Miguel Rodriguez, Erick Reinoso, Mateo Alzate, and Daniel Nunez, who conduct portfolio construction, analysis, and strategy. The firm offers educational resources including the Retirement Ready Book, an FRS Calculator, and checklists for retirement, tax planning, and estate planning. Clients can schedule discovery meetings to discuss their financial planning needs with experienced wealth strategists. The business is known for its positive rating from the customers who have reviewed it, reflecting a reputation for trust and integrity. With decades of service in the area, it stands as a long-standing financial planning resource for South Miami Heights and surrounding communities. Guerra Wealth Advisors combines its fiduciary duty and multi-generational expertise to serve the retirement and wealth management needs of South Miami Heights residents.

The business is situated on SW 87th Ave in South Miami Heights, just a short distance from the Don Shula Expressway and Sunkist Park.

BizScoreAI awarded Guerra Wealth Advisors a Content Quality score of 100 out of 100, which ensures the website clearly answers customer questions and provides content that AI assistants can quote directly. The firm also received a Performance score of 99 out of 100, reflecting fast website loading that keeps visitors engaged and supports search engine ranking.