Strong Industry Position Guerra Wealth Advisors operates within the highly competitive financial services sector with a solid revenue range of 50 to 100 million dollars and a team of up to 200 employees, indicating substantial market presence and potential for expansion.
Innovative Client Engagement The firm has recently launched the Retirement Ready Workshop series targeting one million Miami-Dade residents, demonstrating a strategic focus on community-based education and client acquisition in retirement planning.
Active Investment Strategy Recent investment activities include stakes in major ETFs like Fidelity MSCI and Fidelity MSCI Energy Index ETF, suggesting a proactive approach to asset management that could benefit from advanced financial technology solutions.
Digital Capabilities Utilizing a range of technologies such as Google Workspace, MySQL, PHP, and Fastly, Guerra Wealth Advisors shows a commitment to digital infrastructure that can be leveraged for enhanced client services and operational efficiency.
Opportunity for Collaboration Given the firm's community engagement initiatives and competitive positioning alongside industry giants, partnerships in fintech, educational programs, or wealth management tools could open meaningful sales opportunities.
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$10BGuerra Wealth Advisors uses 8 technology products and services including Trident AB, JazzHR, Fastly, and more. Explore Guerra Wealth Advisors's tech stack below.
| Guerra Wealth Advisors Email Formats | Percentage |
| First@guerrafinancial.com | 100% |
| First.Last@guerrawealth.com | 100% |
Financial ServicesFlorida, United States51-200 Employees
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.
Company Overview
Funding & FinancialsGuerra Wealth Advisors's revenue is estimated to be in the range of $50M$100M
Funding & FinancialsGuerra Wealth Advisors's revenue is estimated to be in the range of $50M$100M
1-888-653-2347 
support@leadiq.com