Guerra Wealth Advisors – Miami Financial Advisors of Kendall West

Guerra Wealth Advisors - Miami Financial Advisors is a financial planner in Kendall West, FL. The firm provides a complete spectrum of wealth management services, including portfolio management, retirement planning, tax planning, estate and legacy planning, insurance and asset protection planning, and personal financial coaching. Serving South Florida, the firm operates as an independent fiduciary advisor with a 4.90 rating.

Established in 1986, the firm is built on a multi-generational commitment to client legacies. The management team includes partners Fabian and Sebastian Guerra, alongside founder and senior wealth advisor Mauro Guerra. The firm utilizes a five-step process known as the GuerraFreedom Plan, which is designed to align financial strategies with a client's specific goals, needs, and values. Their professional team includes licensed fiduciary advisors who conduct portfolio construction, analysis, and strategy for thousands of clients.

The business is located on SW 87th Ave.

The firm maintains well-documented business information available online and features a well-optimized website that search engines read cleanly.

Guerra Wealth Advisors provides dedicated retirement defense and wealth management for families throughout Kendall West.