Miguel Castañeda

Senior Wealth Advisor

Miguel Castañeda, Senior Wealth Advisor at Guerra Wealth Advisors


Miguel’s personal desire is to help others reach their financial goals on the topics of retirement income planning, tax planning, portfolio management and healthcare asset protection. He is an expert at working with county and state employees with Federal or State sponsored retirement plans and pensions. Miguel Castañeda is a retirement income strategist and financial professional at Guerra Wealth Advisors. The financial professionals at Guerra Wealth Advisors share a vision of creating a truly world class educational experience for their clients. He is a regular guest on the radio shows “Vivir Mejor Con Su Dinero” and “Hablando de Dinero Con La Familia Guerra.” Miguel holds his Series 65 and life, health and annuity licenses with the state of Florida.

Before joining Guerra Wealth Advisors in 2008, Miguel spent four years as an operations and logistics manager for two Fortune 500 companies. He then worked as a lead case manager for Mauro Guerra Financial Network for eight years. Since 2011, Miguel has been one of Guerra Wealth Advisors’ educational speakers, providing classes on market performance, retirement income strategies, real estate/mortgages, tax reduction strategies, social security maximization and much more. In his leisure time, Miguel enjoys giving self-improvement seminars (Caminos), singing in a salsa orchestra, playing soccer and boxing. His greatest priority is being a husband to his wife Alejandra.