Get To Know Our Team
A multi-generational commitment to your family's legacy
![vision & teamship youtube video placeholder image](https://guerrawealth.com/wp-content/uploads/2024/02/about-yt-img.webp)
TRANSPARENCY. INTEGRITY. COMMITMENT. When you work with us, you’re part of our family.
Our team is driven by work that matters and motivated to make a difference in the lives of the families we serve.
Partners
The Guerra family, our managing partners, maintains client relationships and oversees the company.
Wealth Management
Our Wealth Management team is designed to ensure your plan is meeting your goals and to schedule your financial reviews for allocations, withdraws, transactions and change of ownership or beneficiaries.
![Diego Lopez, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/03/Diego-Teal.jpg)
Diego Lopez
![Max Paez, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/03/Max-Paez.jpg)
Max Paez
![Mayle Labrador, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/02/mayle-labrador.jpg)
Mayle Labrador
![Blanca Guerra, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/02/blanca-guerra.jpg)
Blanca Guerra
![Ashley Correa, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/02/ashley-correa.jpg)
Ashley Correa
![Daniel Nuñez, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/02/Daniel-Teal.jpg)
Daniel Nuñez
![](https://guerrawealth.com/wp-content/uploads/2024/04/Untitled-design.jpg)
Osvaldo Torres
![Guerra Wealth Advisors male team member](https://guerrawealth.com/wp-content/uploads/2024/02/male-placeholder.jpg)
Sebastian Coral
![Guerra Wealth Advisors female team member](https://guerrawealth.com/wp-content/uploads/2024/02/female-placeholder.jpg)
Adrianna Charry
![Guerra Wealth Advisors female team member](https://guerrawealth.com/wp-content/uploads/2024/02/female-placeholder.jpg)
Dina Perdomo Mejia
New Business
Our New Business team is designed to help you throughout the Freedom Planning process, from executing your advisor’s recommendations to ensuring the plan is established properly to helping schedule your 1-on-1 onboarding meetings.
![Jacqueline Albo, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/02/jacqueline-albo.jpg)
Jacqueline Albo
![Juan Guzman Rojas, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/03/Juan-Guzman-Rojas.jpg)
Juan Guzman Rojas
![Janet Salgado, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/02/janet-salgado.jpg)
Janet Salgado
![Morales, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/02/gabriela-morales.jpg)
Gabriela Morales
![](https://guerrawealth.com/wp-content/uploads/2024/03/Mateo_v2.jpg)
Mateo Alzate
![Melissa Sanchez, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/02/melissa-sanchez.jpg)
Melissa Sanchez
![Benny Rodriguez, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/02/benny-rodriguez.jpg)
Benny Rodriguez
![Giovanni Jimenez, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/02/giovanni-jimenez.jpg)
Giovanni Jimenez
![Mercy Velasco, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/03/Mercy-Teal.jpg)
Mercy Velasco
![Guerra Wealth Advisors female team member](https://guerrawealth.com/wp-content/uploads/2024/02/female-placeholder.jpg)
Irianni De Jesus Toro
![Guerra Wealth Advisors male team member](https://guerrawealth.com/wp-content/uploads/2024/02/male-placeholder.jpg)
Luis Del Rio
Marketing
Our Marketing team coordinates 100+ events per year for prospective and existing clients while managing the firm’s online presence.
![Brian Corey, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/02/brian-corey.jpg)
Brian Corey
![Ely Marrero, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/02/ely-marrero.jpg)
Ely Marrero
![Sydney Burnett, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/02/sydney-burnett.jpg)
Sydney Burnett
![Nancy Maldonado, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/02/nancy-maldonado.jpg)
Nancy Maldonado
![Yanell Ordonez, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/02/yanell-ordonez.jpg)
Yanell Ordonez
![Julia Koelble, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/02/julia-koelble.jpg)
Julia Koelble
![Kassandra Ocampo, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/04/Kassandra-Blue-1.jpg)
Kassandra Ocampo
![Bryan Rodriguez, Guerra Wealth Advisors](https://guerrawealth.com/wp-content/uploads/2024/02/bryan-rodriguez.jpg)
Bryan Rodriguez
What Our Employees Say About Us
Being employed here has really improved my state of mind. The service and value that this company gives their clients is unmatched and unbelievable. I’m grateful to be a part of a team that goes above and beyond for their clients!”
– Jimmy Cardentey, Wealth Strategist
![The Guerra Advisor Family](https://guerrawealth.com/wp-content/uploads/2024/02/employees-review.webp)