Customized Wealth Management

Guerra Pan Advisors, LLC is an independent firm providing investment and financial planning services to individuals and families. We are committed to providing each client a customized approach to their financial needs and goals.

We Act with Integrity

We serve as an advocate for our clients by providing objective advice and personalized guidance across all aspects of their financial lives. After years of struggling to maintain our independence within the confines of large financial institutions, we understand what true independence means. Our advice is unbiased and we do not promote proprietary products or strategies. When acting as an investment advisor representative, we act in a fiduciary capacity.

 

Your Personal CFO

As trusted advisors, we partner with you to help articulate and prioritize your goals. We do more than help you manage your investments. We evaluate every aspect of your life from a financial standpoint, then create a personalized plan that adjusts as your life evolves.

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Financial Planning for Every Stage of Your Life

Financial planning is a process, not a product.  It is about building and connecting your wealth to your ambitions so that you can lead a more fulfilling life. When you have a plan, it becomes easier to make informed decisions and stay on track to meet your goals. It is also a lifelong process — and we will be there with you, for every step of the journey.

 
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Values Matter

We try to avoid investing in fossil fuels, tobacco, and gambling as much as possible. We don’t just disagree with these businesses, we disagree with their business models. Despite their dividends, they have all been solid destroyers of capital over the past 15 years.  We also believe progressive ideas often lead to growth over the long term and we look for investments that reflect these ideas.  

A Boutique Family Office Approach

 

Services we provide include:

  • Planning your retirement

  • Managing your investments

  • Planning your estate and leaving a legacy for your heirs

  • Managing your personal finances

  • Preparing for life events (births, marriage, education funding, career change, etc.)

  • Reviewing your insurance coverage to ensure you and your loved ones are protected

  • Evaluating employer benefits and career planning

Book a Consultation

We’ll prepare a proposal and walk you through every step of the process.