Client Engagement & Referral Manager

Meet Guerra Wealth Advisors At Guerra Wealth Advisors , we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management.

With over three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines world-class financial expertise with a deeply personal touch.

We don’t just advise — we educate, empower, and guide families toward financial confidence.

Our growth is fueled by one simple principle :

• deliver incredible value first.
• Every conversation, every client interaction, every meeting reflects our commitment to trust, integrity, and results.
• If that resonates, you’ll feel right at home here.

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Always Be Learning :

Your Words Matter :

All for One, One for All :

Take Ownership and Accountability :

Do the Right Thing :

Apply today and bring your experience to Guerra Wealth Advisors — where your work creates real impact and lasting connections.