Guerra Wealth Advisors
Financial Services • 
Olympia Heights, Florida, United States • 51-100 Employees
Company overview
| Headquarters | 6401 SW 87th Ave, Miami, Florida, US |
| Phone number | +13054481011 |
| Website | |
| NAICS | 52 |
| Keywords | Investment Planning, Retirement Planning, Retirement Income Planning, Tax Strategies, Personal Financial Coaching, Healthcare Planning, Legacy Estate Planning |
| Founded | 1986 |
| Employees | 51-100 |
| Socials |
Key Contacts at Guerra Wealth Advisors
Brian Corey
Marketing Director
Diego Lopez Morales
Director Of New Business And Wealth Management
Max Paez
Director Of Wealth Management
Maggie Giralt
Marketing Director
Magda Villa
Director Of Administration
Guerra Wealth Advisors Email Formats
Guerra Wealth Advisors uses 5 email formats. The most common is {first initial} (e.g., j@guerrafinancial.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@guerrafinancial.com | 50% |
{first name}.{last name} | john.doe@guerrawealth.com | 29.2% |
{first initial}.{last name} | j.doe@guerrawealth.com | 10.4% |
{first name} | john@guerrafinancial.com | 8.3% |
{first initial}{last name} | jdoe@guerrafinancial.com | 2.1% |
About Guerra Wealth Advisors
Formerly known as Guerra Financial Group. With over 35 years of serving the community, Guerra Financial Group has committed their practice to creating and customizing financial plans for clients who are focused on growing and securing their wealth. Operating under the core values of transparency, integrity and commitment, your prosperity is their priority.
Guerra Wealth Advisors revenue & valuation
| Annual revenue | $5,133,300 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Guerra Wealth Advisors has 32 employees across 9 departments.
Departments
Number of employees
Funding Data
Guerra Wealth Advisors has never raised funding before.
Guerra Wealth Advisors Tech Stack
Discover the technologies and tools that power Guerra Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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JavaScript libraries
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Blogs
France
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CanadaFrequently asked questions
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