Mike Guerrero, CFP®
Wealth Advisor
San Diego, California
Designations and Licenses
Mike is a CERTIFIED FINANCIAL PLANNER™ professional and holds life, health and annuity insurance licenses in California.
Experience and Education
Mike delivers personalized financial plans to high-net-worth families, individuals, business owners and executives to help them reach their goals. He has 14 years of professional experience. Prior to joining Mariner Wealth Advisors, he worked as a private client group financial consultant at the San Francisco and San Diego offices of Fidelity Investments.
Mike has a bachelor’s degree in business administration from San Francisco State University.
Personal Interests
Mike loves to golf, go the the beach and spend time with his wife and daughter.
Mike’s Office
Insights
A Break in the Calm
March 5, 2021
A break in the calm is starting to happen within the financial outlook. Many respected economists, on both sides...
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Social Security 101: Contributions to Distributions
March 1, 2021
Social Security is something we see taken out of each paycheck, but what does that mean exactly? And, will...
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Reconsidering Foundation and Endowment Distribution Strategy
February 24, 2021
The objective of foundations and endowments should be to play the “infinite game.” Playing an infinite game means sustaining...
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