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Guerra Wealth Advisors

Guerra Wealth Advisors

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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.

07/25/2026

We're growing, and we're looking for exceptional people to grow with us.

At Guerra Wealth Advisors, we're building more than a financial planning firm. We're building a team committed to helping families retire with confidence while creating a workplace where talented professionals can thrive.

We're currently hiring for:

• Senior Wealth Advisor
Salary: $200,000 to $400,000

• Financial Specialist
Salary: $70,000 to $90,000

If you're driven, client-focused, and ready to make an impact while advancing your career, we'd love to hear from you.

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

Know someone who would be a great fit? Tag them below or share this post with your network.

07/24/2026

Trust isn’t built with a sales pitch. It’s built over time.

For this client, Guerra Wealth Advisors became more than a financial advisory firm. It became a relationship built on education, confidence, and family.

From learning how financial institutions work to planning for the future with Sebastian Guerra, his experience comes down to something simple: feeling understood, informed, and part of a family.

Because when it comes to retirement planning and your financial future, who you trust matters.

Ready to feel more confident about your financial future? Schedule an appointment with Guerra Wealth Advisors and discover what a personalized retirement strategy could look like for you.
https://tinyurl.com/czhkzf7c

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.

07/24/2026

A room full of people. One question on everyone’s mind.

“Am I Retirement Ready?”

That question is at the heart of every event we host.

Because retirement is not just about reaching a certain age. It is about understanding how your income, investments, taxes, healthcare, asset protection, and estate plan all work together.

It is about knowing whether the future you have spent decades building is supported by a clear strategy.

At Guerra Wealth Advisors, our goal is to create spaces where families can ask better questions, identify potential gaps, and gain more confidence in the decisions ahead.

That is exactly what the Miami Retirement Summit is designed to do.

One focused morning. Five essential areas of retirement planning. Practical education for people who are serious about protecting what they have built and making work an option, not an obligation.

The next important retirement conversation is getting closer.



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.

07/24/2026

Tomorrow is your final chance to attend this Retirement Ready University Masterclass at FIU.

Don't miss this opportunity to learn strategies that can help you:
• Create reliable retirement income
• Reduce taxes
• Optimize investments
• Protect your assets
• Leave a lasting legacy

Free book, course materials, and food are included.

10955 SW 15th St, Miami, FL 33199
Graham Center - FIU

Reserve your seat today:
https://info.guerrawealth.com/retirement-ready-university-fiu-4/?utm_source=FIU&utm_medium=Workshop&utm_campaign=701UN00000x6U9VYAU&utm_term=es+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.

07/23/2026

Inflation is one of the biggest threats to your retirement, especially if you’re 45+ and living in Miami with $250K+ in investable assets.

Your portfolio may not crash overnight, but your purchasing power can quietly shrink year after year.

That’s why retirement planning isn’t just about saving money. It’s about creating an income strategy designed to help protect your lifestyle from rising costs, taxes, market changes, and longer life expectancy.

The goal isn’t just to retire. It’s to stay retired with confidence.

Schedule a complimentary consultation:
https://tinyurl.com/czhkzf7c

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.

07/23/2026

You only get to retire once. Don’t make a mistake.

The Miami Retirement Summit returns on Saturday, August 29, for one morning designed to help South Florida families make smarter decisions before and during retirement.

Join us at The Biltmore Hotel in Coral Gables for education focused on retirement income, investments, Social Security, taxes, asset protection, and estate planning.

Featuring Sebastian Guerra and special guest Coral Gables Mayor Vince Lago.

✅ Start Time: 8:30 AM
✅ VIP Lunch: 12:00 PM-1:30 PM
✅ End Time: 12:00 PM
✅ Registration: 8:00 AM

Secure your seat:
miamiretirementsummit.com/register

07/22/2026

Cash
Safe
Growth

Simple… but most people still get it wrong

It’s not about having money
It’s about having it in the right place

If your buckets aren’t aligned, your plan isn’t either

Download the Retirement Freedom Guide
https://tinyurl.com/239rsvff

Designed for Miami-Dade residents age 45+ who have saved $200,000 or more and want to make work optional, not an obligation.

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.

07/22/2026

Should you leave your money in a 401(k) or roll it into an IRA when you retire?

That decision may become even more important as retirement plans potentially expand access to alternative investments such as private equity, private credit, real estate, and cryptocurrency.

More investment options can sound like more opportunity. But more options do not automatically mean more control.

Inside a 401(k), your investment choices are generally limited to what the plan offers. An IRA may provide access to a broader range of investments and greater flexibility, but rolling over a 401(k) is not automatically the right decision for everyone.

Before making a rollover decision, consider the bigger picture:

• Investment options
• Fees and expenses
• Access and liquidity
• Tax strategy
• Retirement income needs
• Benefits and protections available through your current plan

The question is not simply, “Which account offers more investments?”

The better question is, “Which strategy supports the retirement I am trying to build?”

This conversation is especially relevant for Miami-area individuals and families age 45+ who have accumulated $200,000 or more in retirement and investment assets and want greater clarity before retirement.

Not sure whether your 401(k) still fits your retirement strategy? Schedule a conversation with our team to review your options before making a move.

https://tinyurl.com/czhkzf7c

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

07/22/2026

Tomorrow is the final weekday Retirement Ready University Masterclass at FIU.

If retirement is getting closer, now is the perfect time to build a plan.

We'll cover:
• Retirement income
• Tax planning
• Investment strategies
• Estate planning
• Social Security

Free book, course materials, and food are included.

10955 SW 15th St, Miami, FL 33199
Graham Center - FIU

Reserve your seat:
https://info.guerrawealth.com/retirement-ready-university-fiu-3/?utm_source=FIU&utm_medium=Workshop&utm_campaign=701UN00000yxf7tYAA&utm_term=es+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.

07/22/2026

Cameras rolling.

One of our biggest missions at Guerra Wealth Advisors is bringing the education families need to retire comfortably and confidently.

Because financial knowledge should not be complicated, intimidating, or out of reach.

Through shows like Retirement Ready, Sebastian Guerra helps turn complex financial topics into real conversations families can actually understand.

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Location

Miami

Category

Financial planner

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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