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.
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.
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.