Mike Guerrero
Director & Senior Wealth Advisor
- Role
- Director & Senior Wealth Advisor at Mariner
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Mike Guerrero
CERTIFIED FINANCIAL PLANNER™ and Fiduciary Investment Advisor. Licensed as a Registered Securities Principal and Branch Officer Manager.I work with families, individuals, small business owners, and executives. I deliver Wealth Management services including Financial Planning, Discretionary Investment Management, Tax Planning, Estate Planning and Trust Services, Capital Markets Services, and Business Retirement Plans.Through tailored investment portfolio management and comprehensive financial planning, I help my clients identify and address concerns, intelligently solve problems, and ultimately achieve goals which are personal and unique to them.My clients’ best interest, personal values, hopes, and dreams, always come first.
Experience
Director & Senior Wealth Advisor
May 2018 — Present · San Diego, CA, US
Education
St. John Bosco High School
Los Angeles, CA
UCLA
Personal Financial Planning Professional Certificate
San Francisco State University
BS, Business Administration, Management
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