Overview

Sebastian Guerra is a dedicated financial advisor at Guerra Wealth Advisors in Miami, FL, with eight years of experience specializing in wealth management, retirement planning, and estate planning. As a Certified Financial Planner (CFP) and a Certified Investment Management Analyst (CIMA), Sebastian combines his extensive knowledge with a genuine commitment to helping clients navigate their financial journeys. His approach emphasizes understanding individual goals and values, ensuring that every financial strategy is tailored to the unique needs of each client. Drawing inspiration from his father’s legacy of service, Sebastian is passionate about transforming the retirement experience for families in South Florida. He believes that retirement should provide freedom and security, not stress or uncertainty. Through the Guerra Freedom Plan, he guides clients through a thoughtful five-step process designed to increase returns, reduce taxes, and protect legacies. With a track record of helping thousands bridge the retirement income gap, Sebastian’s focus is on empowering clients to make informed decisions that align with their aspirations, fostering lasting relationships built on trust and respect.

Disclosures

Fee Structure

Work History