Guerra Wealth Advisors Tech Stack

Independent fiduciary advisor focused on retirement planning and wealth management

Financial Services Miami, Florida 11–50 employees Founded 1986 Partnership

Guerra Wealth Advisors is a 35-year-old independent RIA operating on a minimal tech stack—Google Workspace, Excel, and basic CRM—with active hiring in sales and finance roles. The pain-point list signals operational friction: inefficient onboarding, compliance overhead (Form ADV, RIA regulatory requirements), and difficulty scaling referral generation. Heavy investment in educational content (seminars, workshops, testimonial videos) suggests a client-acquisition model built on thought leadership rather than digital product.

Tech Stack 12 technologies

Core StackGoogle Workspace Excel Google Sheets YouTube Instagram LinkedIn Meta TikTok Microsoft Office CRM

What Guerra Wealth Advisors Is Building

◆Challenges

Streamlining event logistics
Improving guest experience
Increasing client referrals
Ensuring ria regulatory compliance
Optimizing financial processes
Maintaining accurate financial records
Inefficient onboarding processes
Gathering meaningful feedback
Generating referrals
Strengthening client relationships

▲Active Projects

Educational seminars
Client workshops
Community events
Client testimonial videos
Educational financial concept videos
Event coverage for seminars and conferences
Scalable compliance infrastructure
Form adv compliance
Campaign-based outreach
Targeted call initiatives

Hiring Activity

Steady20 roles · 6 in 30d

Department

Sales

Finance

Legal

Marketing

Ops

Seniority

Junior

Senior

Intern

Mid

C-Level

Notable leadership hires: Creative Director

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About Guerra Wealth Advisors

Guerra Wealth Advisors is an independent registered investment advisor (RIA) headquartered in Miami, serving clients on retirement planning, tax strategy, legacy planning, and investment management. The firm operates as a partnership with 11–50 employees and has served the community since 1986 under a fiduciary standard. Core service areas include retirement income planning, healthcare planning, and personal financial coaching. The active project list emphasizes educational seminars, client workshops, and community events alongside compliance infrastructure buildout, indicating a practice scaling both client relationships and regulatory operations.

HeadquartersMiami, Florida

Company Size11–50 employees

Founded1986

Hiring MarketsUnited States

Frequently Asked Questions

Where is Guerra Wealth Advisors located?

Headquartered in Miami, Florida. All current hiring is based in the United States.

What technology does Guerra Wealth Advisors use?

Primary tools include Google Workspace, Excel, Google Sheets, Microsoft Office, and a CRM system. No significant recent tech adoption or replacement activity.