Advisors at this firm
Susan G
Series 63, Series 65
El Paso, TX
Guerra Investment Advisors
Susan Guerra is a financial advisor at Guerra Investment Advisors in El Paso, TX, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Silver Oak Securities, Inc. and Reuben E. Guerra Company. Guerra Investment Advisors serves individual households, foundations, trusts, and corporate clients, offering fee-for-service financial planning and discretionary portfolio management. The firm employs an active, model-based investment approach across diversified portfolios while also providing long-term buy-and-hold options and non-discretionary planning.
Ruben G
Series 63, Series 65
El Paso, TX
Guerra Investment Advisors
Ruben Guerra is the sole advisor at Guerra Investment Advisors in El Paso, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been associated with Silver Oak Securities, Inc. since 2008 and operates the Reuben E. Guerra Company. Guerra Investment Advisors serves individual households, including non-high-net-worth and some accredited investors, as well as foundations, trusts, and corporate clients. The firm provides fee-for-service financial planning and discretionary portfolio management, utilizing active, model-based strategies alongside long-term buy-and-hold options.