Mike Guerrero, CFP®
Senior 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 to the beach and spend time with his wife and daughter.
Mike’s Office
Insights
Women’s Wealth: Beyond Finances
June 15, 2021
In the realm of managing finances, there are some key issues that are unique to women. Whether that be...
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Plan Ahead Before Transferring Wealth to Heirs
June 4, 2021
Baby boomers are expected to transfer an estimated $30 to $70 trillion 1 of wealth to children and grandchildren...
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Do You Have a Plan for Leaving Wealth to Beneficiaries?
June 3, 2021
Given the potential tax changes on the horizon and the current low interest rate environment, it’s a good time...
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