Guerra Wealth Advisors – Miami Financial Advisors

Guerra Wealth Advisors - Miami Financial Advisors is a Financial Planner in Kendall, FL, located at 6401 SW 87th Ave #119. The firm provides portfolio management, retirement planning, tax planning, estate and legacy planning, insurance and asset protection planning, personal financial coaching, and financial wellness services. The firm holds a rating of 4.90 based on customer reviews. The practice is led by the Guerra family, including founder Mauro Guerra, CEO Fabian Guerra, and President Sebastian Guerra, who oversee client relationships and company operations. Their team includes licensed fiduciary advisors such as Lead Senior Wealth Advisor Jimmy Cardentey, Senior Wealth Advisors Miguel Rodriguez, Erick Reinoso, Mateo Alzate, and Daniel Nunez. The firm emphasizes transparency, integrity, and commitment, aiming to help families transform their retirement strategies through a five-step process called the GuerraFreedom Plan. This approach focuses on increasing returns, reducing taxes, and protecting legacies to ensure work remains an option rather than an obligation. The advisors offer educational resources including the "Retirement Ready" book, an FRS calculator, and guides on retirement, tax planning, and estate planning. The firm serves clients in South Florida, helping them bridge retirement income gaps and minimize taxes while maximizing income. The team conducts discovery meetings to address individual financial planning needs and goals, working closely with New Business and Client Services teams to construct and analyze portfolios.

BizScoreAI awards Guerra Wealth Advisors a Content Quality score of 100 out of 100, ensuring the website answers customer questions clearly so AI assistants can quote its content directly. The firm also achieves an On-Page score of 90 out of 100, which optimizes page titles and headings to match the searches customers actually make.