Guerra Wealth Advisors

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Guerra Wealth Advisors We are a full-service financial advisory firm helping families create wealth management strategies.

When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with vast experience in addressing your particular concerns. Our mission is helping our clients manage the long-term decisions that ultimately determine the wealth which they and their families accumulate.

Join us at Florida International University for our Retirement Ready University Masterclass, an educational evening desi...
10/27/2026

Join us at Florida International University for our Retirement Ready University Masterclass, an educational evening designed to help you think more strategically about the retirement you've worked years to build.

We'll go beyond simply saving for retirement and explore how the different pieces of your financial life can work together to support the lifestyle you want, protect what you've built, and help you move closer to the point where work becomes an option, not an obligation.

Thursday, October 29 at 6:30 PM
Graham Center, Florida International University
10955 SW 15th Terrace, Miami, FL 33199

A free book, course materials, and food are included.

Who This Event Is For:
This masterclass is designed for individuals age 50+ with approximately $150,000 or more already saved for retirement or in investable assets.

Space is limited. Reserve your seat:
https://info.guerrawealth.com/retirement-ready-university-fiu-3/?utm_source=FIU&utm_medium=Digital+Organic&utm_campaign=701UN000012ntN2YAI&utm_term=es+fiu+social+organic

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

Different fields. Same principles.Whether it's fútbol, business, or retirement planning, success rarely happens by accid...
10/26/2026

Different fields. Same principles.

Whether it's fútbol, business, or retirement planning, success rarely happens by accident.

It takes preparation, discipline, a strong team, and the ability to make the right decisions when it matters most.

Enjoyed being out at FIU and seeing those principles come to life on the field.

Four stories from October 16 to 23 that touch retirement.Oil pushed back above $100 as Middle East strikes hit Saudi fac...
10/26/2026

Four stories from October 16 to 23 that touch retirement.

Oil pushed back above $100 as Middle East strikes hit Saudi facilities. Bonds rallied hard, pulling the 30-year mortgage to 7.32% for its first drop in two months. The AI trade wobbled even with strong earnings. And Medicare open enrollment is running now, closing December 7.

Which of these matters to your plan depends on your situation.

Click below to see your options:
https://tinyurl.com/9kpf5nn3

Sources: Bloomberg; Yahoo Finance; Freddie Mac; Zacks; Kiplinger; CMS; Social Security Administration.

Educational information only. Not individualized investment, tax, or legal advice. Past performance does not guarantee future results.

Please join us in congratulating Jorge Luis Perez on his promotion to Senior Wealth Advisor!Growth comes from embracing ...
10/25/2026

Please join us in congratulating Jorge Luis Perez on his promotion to Senior Wealth Advisor!

Growth comes from embracing new challenges, committing to continuous improvement, and showing up every day with the determination to become better than you were yesterday.

This milestone reflects the importance of dedication, professional development, and the willingness to take the next step. We’re proud to celebrate Jorge as he continues to grow and take on new opportunities at Guerra Wealth Advisors.

At the heart of what we do is a commitment to helping individuals and families navigate their own financial journeys. Just as professional growth requires preparation and a clear vision, retirement planning requires a thoughtful strategy, ongoing guidance, and the confidence to move forward.

Congratulations, Jorge! Here’s to new challenges, continued growth, and an even greater impact on the families we serve.

Because the right retirement plan can help turn years of hard work into the freedom to enjoy what comes next.

10/25/2026

What is the most important decision you can make for your retirement?

Delaying Social Security? Paying off your mortgage? Making a Roth conversion? Building cash reserves? Creating a withdrawal strategy?

We put some of the biggest retirement planning decisions to the test.

But the right choice depends on your personal financial situation.

For one household, a Roth conversion may help create greater tax flexibility over time. For another, building cash reserves may provide peace of mind and help cover near-term expenses. And for someone approaching retirement, a thoughtful withdrawal strategy can help coordinate income, investments, and taxes.

The goal is not to make every decision in isolation. It is to understand how each decision affects the bigger picture.

Because having a retirement portfolio is one thing. Knowing how to turn it into sustainable income while managing risk and taxes is another.

Let's build a strategy around your retirement, not someone else's.

Ready to explore your options? Click below to see your options.

https://tinyurl.com/9kpf5nn3

Who Our Retirement Planning Conversations Are Designed For

Guerra Wealth Advisors works with individuals and families who are serious about planning for retirement, protecting their wealth, and creating a long-term financial strategy.

Our typical prospective clients are age 50 or older and have approximately $150,000 or more in household income already saved for retirement, or at least $200,000 in investable or retirement assets.

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

We’re hiring a Head of Personal Brand & Growth in Miami, Florida.We’re looking for a strategic, creative leader who know...
10/24/2026

We’re hiring a Head of Personal Brand & Growth in Miami, Florida.

We’re looking for a strategic, creative leader who knows how to turn influence into measurable business growth.

This is an opportunity to take ownership of Sebastian Guerra’s personal brand, lead content and creative strategy, build high-performing campaigns, and turn digital visibility into meaningful business opportunities for Guerra Wealth Advisors.

From brand strategy and storytelling to paid media, performance marketing, AI, and automation, you’ll help build a brand designed for long-term impact.

The opportunity:
• Lead personal brand strategy across digital platforms.
• Oversee content creation, video, and creative direction.
• Develop and optimize paid campaigns.
• Leverage AI and automation to scale production and performance.
• Turn audience engagement into qualified leads and business growth.

Compensation: $150,000 to $250,000+

Location: Miami, Florida

If you’re a growth-minded leader who combines creativity with ex*****on and measurable results, we’d love to hear from you.

Apply today: https://guerrawealth.com/careers/

10/24/2026

The difference between starting with $0 and already having $500,000 invested can dramatically change the path toward your retirement goal.

But there’s a bigger lesson here.

Retirement planning isn’t just about picking a number and hoping you get there. It’s about understanding what you have today, how much time you have, what you’re contributing, and whether your money is positioned to support the retirement you actually want.

The earlier you understand the math, the more options you may have.

If you’ve built meaningful retirement savings and you’re asking yourself, “Am I Retirement Ready?”, click below to see your options.
https://tinyurl.com/9kpf5nn3

Who This Session Is For:
Age 50+
$200,000+ in investable or retirement assets

This content is for informational and educational purposes only and should not be considered personalized financial advice. Examples involving investment growth are hypothetical and are not guarantees of future results. Investing involves risk, including possible loss of principal. Always consult with a qualified fiduciary advisor before making any financial decisions.

10/23/2026

Less than 10 weeks left in 2026, and our team is ready.

Every Friday, the Guerra Wealth Advisors family gathers for our weekly huddle. Some of us are in the conference room, and others join online, but the energy is the same everywhere.

Each department shares where we stand. We celebrate the wins, big and small. We honor birthdays and work anniversaries. And we look ahead at what it will take to reach our goals before the year ends.

It’s one of our favorite traditions because it reminds us why we do this work: to help South Florida families plan with clarity and confidence, so work can become an option, not an obligation.

The countdown is on. We’re aligning to finish strong.

It’s on.

Some moments remind us of the values that bring us together.Standing for the National Anthem at FIU, surrounded by famil...
10/23/2026

Some moments remind us of the values that bring us together.

Standing for the National Anthem at FIU, surrounded by families, friends, and our South Florida community, was one of those moments.

A moment to reflect on what it means to call this country home.

On the freedom to dream, the opportunity to build something meaningful, and the responsibility to make the most of what we've been given.

Because behind every opportunity is a story. A family that made sacrifices. Parents who worked tirelessly to give their children a better future. Generations who believed that hard work, perseverance, and determination could open doors that once seemed impossible.

And that's something worth remembering.

In a community as diverse as Miami, we all come from different backgrounds, carry different stories, and pursue different dreams. Yet there are values that continue to unite us: family, opportunity, respect, and the hope of building a better tomorrow.

The American Dream means something different to everyone. For some, it's building a business. For others, it's raising a family, creating financial security, or leaving a legacy that lasts beyond their lifetime.

But at its heart, it's about having the freedom to pursue a life filled with purpose.

Sometimes, all it takes is a few moments, standing together as the National Anthem plays, to remember how meaningful that freedom truly is.

Grateful for this country, this community, and the opportunities that allow us to keep dreaming, building, and moving forward.

A day to reconnect, celebrate our wins, and plan what’s next.Our quarterly team retreat at The Biltmore was a chance to ...
10/22/2026

A day to reconnect, celebrate our wins, and plan what’s next.

Our quarterly team retreat at The Biltmore was a chance to step away from our daily routines, get everyone in the same room, review our goals, and talk about where we want to go next.

We celebrated how far we’ve come, looked at where we can improve, and aligned on the work ahead.

And through it all, one thing stays the same: our mission to help more people feel confident about retirement and make work optional.

Because when it comes to your retirement, the right plan can make all the difference.

Address

6401 SW 87th Avenue Ste 119
Miami, FL
33173

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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