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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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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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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

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.

Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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