Jonatan Alvarez

Jonatan Alvarez is a wealth advisor who has 14+ years of experience working in the financial industry. Before Guerra Wealth Advisors, he worked at 2 of the largest financial firms in the United States. He has learned throughout his career the importance of getting to know the client to a personal level by understanding each client’s unique circumstances, goals, and risk tolerance. Jonatan develops customized financial strategies tailored to meet their specific needs and aspirations.

He has been married for 15 years and has a 5 years old daughter. He enjoys spending time with his family and serving the community through the local church. He understands the value of the family in our society and the importance of providing financial education to our community.  He is dedicated to empowering clients with knowledge and resources to make confident financial decisions that align with their long-term goals.

Jonatan has a comprehensive approach to wealth advising that encompasses investments, retirement planning, taxes, and estate planning. He holds several licenses, including the Series 6, Series 7, Series 66, Series 63 and 2-14.