Guerra Wealth Advisors

Giovanni Jimenez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation. He has been with Guerra Wealth Advisors since 2023 and has prior experience at Hirequest and Aquanet. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, and estate planning. The firm employs an active, goal-based investment process with strategic asset allocation across multiple asset classes and manages client accounts on a discretionary basis within client guidelines.

Mark Barefield is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Alpha Capital Strategies, LPL Financial LLC, Raymond James Financial Services, and Edward Jones. Outside of his advisory work, he has been involved with Boomtown Performance LLC, operating a CrossFit business in Burkburnett, TX. Guerra Wealth Advisors serves individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting services. The firm employs an active, goal-based investment process with strategic asset allocation and uses third-party model managers for portfolio construction, managing client accounts primarily on a discretionary basis.

Miguel Castaneda is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation with three years of industry experience. He has been with Guerra Wealth Advisors since 2008. Outside of advisory services, he is also licensed as an insurance agent, selling insurance products. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, and estate planning. The firm employs an active, goal-based investment approach with strategic asset allocation and uses third-party model managers for portfolio construction and account administration.

Harvis Astorga is a financial advisor at Guerra Wealth Advisors in Miami, FL, with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to his current role, he worked at firms including Citigroup and Morgan Stanley. Outside of advisory services, he is also licensed as an insurance agent. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small- to mid-sized businesses with investment management, financial planning, estate planning, and consulting. The firm employs an active, goal-based investment approach focused on strategic asset allocation and uses third-party model managers for portfolio construction and administration.

Sebastian Guerra is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 66 designation with 12 years of industry experience. He has worked at Guerra Wealth Advisors since 2016 and previously at Investacorp Inc. from 2013 to 2016. Outside of advisory work, he owns and operates a general S corporation for bookkeeping and is involved in vehicle leasing and real estate leasing businesses. Guerra Wealth Advisors serves individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting services. The firm employs an active, goal-based investment approach emphasizing strategic asset allocation and uses third-party model managers for portfolio construction and administrative functions.

Miguel Rodriguez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Guerra Wealth Advisors, he worked at Consolidated Credit. He is also an insurance agent, deriving a significant portion of his compensation from selling insurance products. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting services. The firm employs an active, goal-based investment approach with strategic asset allocation and uses third-party model managers and platform providers for portfolio construction and administration.

Mateo Alzate is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 credential. He has been with Guerra Wealth Advisors since 2023, with prior experience at Morgan Stanley and Beacon Roofing. Mateo is also licensed as an insurance agent, selling insurance products as part of his business activities. Guerra Wealth Advisors is an SEC-registered firm that serves individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting. The firm employs an active, goal-based investment process with strategic asset allocation and uses third-party model managers for portfolio construction and administration.

Jorge Perez Ruiz is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 66 designation with six years of industry experience. He previously worked at Citi from 2018 to 2024 before joining Guerra Wealth Advisors. In addition to his advisory role, he is active as an insurance agent, deriving a significant portion of his compensation from selling insurance products. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, and estate planning services. The firm employs an active, goal-based investment approach with strategic asset allocation and periodic rebalancing, managing a large client roster relative to its advisor headcount.

Daniel Nunez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding Series 63 and Series 65 licenses with approximately four years of experience in the financial services industry. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Bank of America prior to joining Guerra Wealth Advisors. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, and estate planning services. The firm employs an active, goal-based investment approach with strategic asset allocation and uses third-party model managers and platform providers for portfolio construction and administration.

Erick Reinoso is a financial advisor at Guerra Wealth Advisors in Miami, FL, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors from 2012 to 2023. Outside of advising, he owns Reinoso Holdings LLC and is an insurance agent with Guerra Advisors, Inc. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, and estate planning services. The firm employs an active, goal-based investment approach with strategic asset allocation and uses third-party model managers for portfolio construction and administration.

Jimmy Cardentey is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 license with three years of industry experience. His prior work includes roles at JP Morgan Chase and Fifth Third Bank, as well as experience outside finance at Texas Roadhouse. Cardentey is also an insurance agent, deriving a significant portion of his compensation from selling insurance products. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, and estate planning services. The firm employs an active, goal-based investment approach emphasizing strategic asset allocation and uses third-party model managers for portfolio construction and administration.