Fiduciary advisors helping families retire smarter with tax, investment, and legacy strategies.

Miami, FL
Joined July 2025
Which financial asset deserves the retirement championship title? A Roth IRA? A 401(k)? Real estate? A brokerage account?
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A new frame on our wall. Nearly 40 years of hard work behind it.
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A market dip. A surprise roof repair. Groceries that cost more than they did last year. Turning 62 and wondering if the answer is yes.
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A wonderful evening, great food, and conversations that could make a difference in your retirement. We had the pleasure of welcoming guests to Smith & Wollensky in Miami Beach for an evening of fine dining and valuable retirement education.
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At Guerra Wealth Advisors, we're growing our team in Miami, and we're looking for driven professionals who want to build meaningful careers while helping families move toward greater financial confidence. Apply today: guerrawealth.com/careers/
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Fridays at Guerra look a little like this. 🎉
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Part 2 picks up where we left off. Sebastian Guerra breaks down two more types of annuities.
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When you work with someone on their retirement, you get to know a lot more than what’s in their portfolio. You learn about their family, the milestones they’re celebrating, what they’re looking forward to, and the little things that matter to them.
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One of the earliest financial lessons Sebastian Guerra learned came from a simple deal with his dad: for every dollar Sebastian saved, his dad would match it dollar for dollar.
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Join Sebastian Guerra, President of Guerra Wealth Advisors, for a LIVE conversation on estate planning. Wednesday, October 14 6:30 PM ET Live Online Click the link below and select "Interested" so Facebook will notify you when we go live. facebook.com/events/20596493…
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Guerra Wealth Advisors retweeted
Want to thank @GuerraFinancial and their contributions to be the presenting sponsor of tonight’s match!
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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.
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Build your career in wealth management with a team that invests in your growth. Ready to see where you fit? Explore our opportunities and apply today: guerrawealth.com/careers/
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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.
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One of Sebastian Guerra’s earliest lessons about retirement started when he was just 12 years old.
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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.
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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.
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If you’re an FRS employee approaching retirement, don’t look at your pension decision based on the monthly payment alone.
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