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Daniel Guerra | Financial Advisor

In a world crowded with new investment options, changing tax laws, volatile economic cycles, and personal and professional challenges, having a team of experienced and credentialed financial professionals working on your side is more important than ever. We work hard to stay ahead of a rapidly changing marketplace and use our knowledge and experience to help you meet your short-tern needs and long-term goals.

Your retirement is my business.

Whatever your ideal retirement looks like, I can help you prepare.

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Get financial benefits for you and your employees

Your business has unique needs, and I have the resources to support you, your business and your employees.

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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How We Work

Our holistic approach to working for you, including integrating both investments and insurance, creates a plan whose components work together to help put you in the best position to meet your short and long-term goals.

Meet Our Team

Areas of Focus

Our work considers multiple aspects of your life including:

Financial Position/Cash Flow
Protection/Risk Management
Investment Management
Tax Strategies
Retirement Strategies
Legacy Creation

Each component of your strategy will consist of objective, insightful and practical advice to enable you to grow your assets more strategically and protect them more intelligently. It also comes with my commitment to providing you with exceptional service.

Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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View All Resources

Proud to be a Dave Ramsey Smartvestor Pro

Daniel Guerra is a Dave Ramsey Smartvestor Pro which are financial advisors held to a high standard. To qualify they must:

Pass through multi-layered vetting with flying colors
Have at least two years of experience and a rock-star track record
Agree to their Code of Conduct

Dave Ramsey does not just stamp “approved” and cut ‘em loose. They coach their SmartVestor Pros regularly so they’re able to serve you well. ALWAYS.

Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor Pro Program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with, sponsored, or endorsed by MML Investors Services, LLC (Member SIPC).