Guerra Wealth Advisors

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.

Please join us in congratulating Miguel Rodriguez on his promotion to Lead Senior Wealth Advisor at Guerra Wealth Adviso...
10/10/2026

Please join us in congratulating Miguel Rodriguez on his promotion to Lead Senior Wealth Advisor at Guerra Wealth Advisors.

This new role brings greater responsibility, and it’s a challenge Miguel has earned through his dedication to our clients, his commitment to our team, and the care he brings to the financial planning process.

As Lead Senior Wealth Advisor, Miguel will continue advising families while taking an even greater role in developing our advisory team, strengthening our planning process, and helping turn thoughtful financial strategies into meaningful action for the families we serve.

Miguel, congratulations on this well-deserved next chapter. We’re proud to have you on Team Guerra and excited to see you continue to grow as a leader.

Congratulations, Miguel!

10/09/2026

Every Friday, our entire team comes together with one shared purpose.

We celebrate the wins, recognize the people who make them possible, sing happy birthday, and reflect on everything we've accomplished throughout the week.

But beyond the celebrations, these moments remind us why we do what we do.

Behind every financial plan is a story. A family. A dream. A retiree or pre-retiree who has worked for decades and deserves to look toward the future with confidence.

And behind every one of those dreams is a team dedicated to helping make retirement a time of freedom, security, and possibility.

For nearly four decades, we've believed that great things happen when passionate people come together around a meaningful purpose.

Every Friday, we're reminded that we're not just building financial plans.

We're helping South Florida families build the retirement they've worked their entire lives for.

Build your career in wealth management with a team that invests in your growth.Guerra Wealth Advisors is hiring in Miami...
10/09/2026

Build your career in wealth management with a team that invests in your growth.

Guerra Wealth Advisors is hiring in Miami. We’re looking for driven professionals who want to make a meaningful impact for families while building a long-term career in financial services. Our culture emphasizes continuous learning, professional development, leadership, and clear career paths.

We’re currently hiring for:
• Senior Wealth Advisor
• Advisor Associate
• Financial Specialist

Whether you’re an experienced advisor ready to lead, a detail-oriented professional passionate about the client experience, or a sales-driven professional ready to grow into an advisory career, there may be a path for you here.

Ready to see where you fit?
Explore our opportunities and apply today:
guerrawealth.com/careers/

10/08/2026

Stock or ETF? They're not the same, and the difference matters more as retirement gets closer.

A stock is a share of one company. An ETF is a fund that can hold dozens, hundreds, or even thousands of investments.

That changes how risk works:
Stock: Your risk is concentrated. If that one company struggles, your investment can feel it more.
ETF: Your risk is spread out, so one company usually has less impact on the whole investment.

Neither one is automatically right or wrong. The bigger question is whether the investments you choose are helping you build the retirement you want.

That's what our free guide is for. The Retirement Freedom Guide walks you through a 5-step process for viewing your retirement plan from every angle, including tax and estate planning. It also includes a 10-question quiz to see how retirement-ready you are.

Download your free copy: https://tinyurl.com/239rsvff

This content is for informational and educational purposes only and is not individualized investment, tax, or legal advice. Diversification does not ensure a profit or protect against loss. All investments involve risk, including possible loss of principal.

10/08/2026

One of Sebastian Guerra’s earliest lessons about retirement started when he was just 12 years old.

His father taught him something that has stayed with him ever since: financial freedom doesn’t happen overnight. It’s built through the habits and decisions you make along the way.

That lesson helped shape the way we think about retirement at Guerra Wealth Advisors.

Retirement isn’t simply about how much money you’ve accumulated. It’s about having a plan designed to help you reach the point where work becomes an option, not an obligation.

And there’s more to Sebastian’s story.

Part 2 is coming next.

Want to start thinking differently about your own retirement?
Download our complimentary Retirement Freedom Guide:
https://tinyurl.com/239rsvff

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.

Retirement planning is personal, and so is the way we take care of our clients.At Guerra Wealth Advisors, we believe pla...
10/07/2026

Retirement planning is personal, and so is the way we take care of our clients.

At Guerra Wealth Advisors, we believe planning for retirement is ultimately about creating more freedom in your life.

The freedom to spend more time with family. To travel without counting vacation days. To enjoy a Tuesday morning on the golf course, take the trip you’ve been putting off, or simply wake up knowing your time belongs to you.

That’s the kind of retirement we work toward with our clients.

After decades of working, saving, and building wealth, retirement should be about having the confidence and financial freedom to enjoy what you’ve created, on your terms.

Our goal is to help our clients build a retirement strategy that supports the lifestyle they envision, so they can reach the point where work becomes an option, not an obligation.

Because being Retirement Ready isn’t only about how much you’ve accumulated. It’s about what your wealth allows you to do with the years ahead.

That’s what being Retirement Ready means to us, and it’s a privilege to be part of that journey.

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: Head of Personal Brand and Growth | Miami, FLGreat marketing does more than build an audience. It builds t...
10/07/2026

We’re Hiring: Head of Personal Brand and Growth | Miami, FL

Great marketing does more than build an audience. It builds trust, creates meaningful connections, and helps people make informed decisions about their future.

At Guerra Wealth Advisors, our mission is to help individuals and families achieve financial confidence and make work an option, not an obligation.

We’re looking for an experienced Head of Personal Brand and Growth to help us expand that mission through impactful storytelling, innovative marketing strategies, and measurable business growth.

This leadership role goes beyond social media. The right candidate will guide a creative team, develop multi-channel campaigns, strengthen our digital presence, leverage AI and automation, and turn marketing initiatives into meaningful results.

We’re seeking someone with 7 to 12+ years of experience in marketing, brand development, or growth, including at least 3 years of team leadership experience.

Location: Miami, Florida
Position: Full-Time
Compensation: $150,000 to $200,000 in potential annual total earnings, with on-target earnings of $180,000.

If you're a strategic thinker, a collaborative leader, and someone who believes great marketing can make a real difference, we'd love to hear from you.

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

10/07/2026

Annuities can sound simple: you give an insurance company money, and in return, you receive certain guarantees. But understanding what you're getting, and what you may be giving up, matters.

In Part 1 of this two-part series, Sebastian Guerra breaks down two types of annuities:

• SPIA (Single Premium Immediate Annuity): Generally designed to turn a lump sum into a stream of income, potentially for the rest of your life.
• Fixed Annuity: An insurance contract that provides a fixed interest rate for a specified period, subject to the terms of the contract.

Both can serve different purposes in retirement. A SPIA may appeal to someone focused on creating dependable lifetime income, while a fixed annuity may appeal to someone looking for more predictable growth without direct participation in stock market gains.

But an annuity shouldn't be evaluated simply as "good" or "bad." The real question is whether the guarantees, access to your money, contract terms, and tradeoffs align with your overall retirement strategy.

Before committing a significant portion of your retirement savings to an annuity, make sure you understand how it works and how it fits into the bigger picture.

Want to learn more about annuities and whether one could have a place in your retirement strategy? Schedule an appointment with Guerra Wealth Advisors to discuss your retirement goals.
https://tinyurl.com/9kpf5nn3

Who This Is For: Age 50+ with approximately $150,000+ already saved for retirement.

This content is for informational and educational purposes only and should not be considered personalized financial advice. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. Always consult with a qualified fiduciary advisor before making any financial decisions.

Retirement isn’t just about reaching a number. It’s about knowing how your income, investments, taxes, healthcare, and e...
10/06/2026

Retirement isn’t just about reaching a number. It’s about knowing how your income, investments, taxes, healthcare, and estate plan work together.

Join us for an exclusive Retirement Ready Dinner Event at Smith & Wollensky in Miami Beach on Thursday, October 8 at 6:30 PM.

Over dinner, we’ll discuss some of the questions that become increasingly important as retirement gets closer:

How much income will you actually need? Is your portfolio positioned for the transition from growth to income? Which accounts should you consider withdrawing from first? How can you prepare for healthcare and long-term care expenses? And is your estate plan structured to reflect your wishes?
If retirement is approaching, this evening is designed to help you think beyond simply accumulating assets and start looking at the bigger picture.

Requirements to Attend:
This event is intended for individuals and families age 50+ with approximately $150,000 or more already saved for retirement or in investable assets. Space is limited and registration is required.

Reserve your seat here:
https://info.guerrawealth.com/smith-and-wollensky-6/?utm_source=Smith+%26+Wollensky+Miami+Beach&utm_medium=Digital+Organic&utm_campaign=701UN000012njh0YAA&utm_term=ds+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.

10/06/2026

If you’re an FRS employee approaching retirement, don’t look at your pension decision based on the monthly payment alone.

Your choice can affect more than the income you receive today. Depending on the option available to you, it can also affect what happens to your benefits after your death and how your spouse fits into your retirement strategy.

And your FRS Pension Plan may not be the only consideration. Your retirement timeline, other savings, taxes, family situation, and available FRS options should be evaluated together before you make a major retirement decision.

The goal isn’t simply to retire. It’s to know whether you’re truly Retirement Ready.

Get a free FRS Analysis and see how your FRS benefits fit into your overall retirement strategy.

Schedule your meeting with Guerra Wealth Advisors:
https://tinyurl.com/czhkzf7c

Who This Is For: Age 50+, with approximately $150,000+ in household or individual income and/or at least $100,000 saved in retirement or investable 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.

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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