Rigo Guerra
CEO & Founder | Financial Planning & Wealth Management
- Role
- Founder & CEO at Northwestern Mutual
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Rigo Guerra
At Northwestern Mutual, our team\'s approach to financial planning is tailored and…
Experience
Founder & CEO
Sep 2024 — Present · Irvine, CA, US
As the Founder and CEO of my financial planning and wealth management practice with Northwestern Mutual, I help individuals, families, and business owners design personalized strategies that bring clarity and confidence to their financial lives. What I Do• Deliver comprehensive financial planning across retirement, investments, risk management, insurance, and tax-efficient strategies.• Partner with clients to simplify complex financial decisions so they can focus on what matters most — family, career, and lifestyle.• Provide tailored solutions for business owners, medical professionals, attorneys, young families, and forward-thinking individuals. Leadership & Impact• Built and scaled a client-centered practice from the ground up, integrating growth strategy, client experience, and team collaboration.• Licensed in investments and insurance, ensuring a holistic, compliant, and coordinated planning approach. My MissionTo guide people toward financial freedom and peace of mind through education, transparency, and personalized strategies — so they can live with balance, purpose, and confidence.
Education
Orange Coast College
Associate's degree, Business Administration
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