Our Mission
Transforming the way families retire.
A Fiduciary
Standard of Care
We're proud to uphold the highest ethical and professional standards in the industry. As fiduciary advisors, you can count on the fact that we will always give you recommendations that are in your best interest. Only 8.3% of financial advisors hold this fiduciary standard.
Our Investment
Philosophy
Unlike most captive advisors bound to specific companies, we operate 100% independently, exclusively representing our clients' best interests. This means we are able to seek out the best solution for our client’s needs and ensure every client’s portfolio is aligned with their values as well as our investment philosophy. Our philosophy is simple:
Market timing presents more risks than opportunities.
A portfolio’s risk must correlate with a person’s emotional tolerance.
Proper diversification can maximize returns relative to its measure of risk.
Income and/or dividends play an important role in long-term performance.
Investment fees are an important criterion in portfolio construction but not the ultimate deciding factor in keeping a portfolio.
Our History
1982
Mauro Guerra
Arrived to the United States and became 2-18 licensed as a life and health insurance captive agent.
1986
Mauro Guerra
Became an independent advisor and founded Mauro Guerra Financial Network.
1988
Mauro Guerra
Received his 2-15 license and his series 6 license through a broker dealer, allowing him to offer Mutual Funds, Variable Annuities and certain insurance products. During this time, he started his own mortgage and titling company.
2000
Mauro Guerra
Wrote and published the Barnes and Noble Best-selling book "Como Multiplicar Su Dinero En Los Estados Unidos."
2003
Mauro Guerra
Received his series 63 license, allowing him to offer securities in the State of Florida.
2008
Sebastian Guerra
Joined MGFN as an Associate Advisor with his 2-15 license. Team of 4 with 320 client families.
2010
Fabian Guerra
Joined MGFN as an Associate Advisor with his 2-15 license.
2011
Mauro Guerra
Receives a Special Congressional Recognition by the United States House of Representatives for his service in the South Florida Hispanic Community.
2012
Mauro Guerra Financial Network
Was changed to Guerra Advisors, Inc. under the DBA, Guerra Financial Group and the firm moved to its Miami headquarters.
2013
Sebastian Guerra
Became series 63, 65, 66 and 7 licensed as a securities advisor and an investment advisor representative under a broker dealer and registered investment advisory firm. Team of 8 with 650 client families.
2015
Guerra Advisors, Inc.
Was established as a premier insurance agency for retirement and legacy planning strategies with Fabian Guerra, managing partner, as its principal agent.
2016
Guerra Advisors, Inc.
Established Guerra Advisory Services, a 100% independent registered investment advisory firm. Began training and mentoring over 7,000 advisors for large investment and insurance companies.
2017
Guerra Financial Group
Was recognized as one of the top independent firms in South Florida by the Business Excellence Committee. Team of 12 with 900 client families.
2020
Guerra Advisors, Inc.
(DBA, Guerra Financial Group) entered the Advisors Excel Hall of Fame of the Financial Services Industry. Estate planning and tax planning were added to the services of the firm.
2022
Guerra Advisors, Inc.
Manages over $600 million between investment portfolios and insurance accounts. Team of 30 with 2,500+ client families.