Mark Barefield
Senior Wealth Advisor
FULL BIOGRAPHY
Mark Barefield brings over a decade of experience in guiding families through strategic retirement planning, with a focus on tax efficiency and long-term financial security. His approach is rooted in understanding each client’s unique goals and crafting personalized strategies to help them achieve financial confidence in retirement.
Originally from Texas, Mark relocated to Miami with his wife and three children to join the Guerra Wealth Advisors team. His passion for financial planning is complemented by his active involvement in his local church community and his background in coaching football, reflecting his commitment to leadership and service.
As a Fiduciary Advisor, Mark specializes in five key areas of wealth management: Retirement Income Planning, Investment Planning, Tax Strategies, Estate Planning, and Healthcare Protection Planning. His mission is to help clients feel confident and prepared as they navigate their retirement journey.