Broker Check

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.

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

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.

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.
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Proud to be a Dave Ramsey Smartvestor Pro

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).