Juan A. Guerrero,  CFP<sup>&reg;</sup> - Financial Advisor

Juan A. Guerrero, CFP®

Wealth Advisor 1035.56 Miles

7301 Ohms Lane, Suite 460

7301 Ohms Ln, Ste 460
Minneapolis, MN 55439-2339
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General

Juan Guerrero is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at 7301 Ohms Lane, Suite 460 in Minneapolis, MN and the surrounding communities.

Financial Advisor Experience

Retirement Income Planning Specialist. I solve the retirement income challenge for those age 50 and over. If you are approaching retirement and need assistance putting together a retirement roadmap, let's have a conversation to see if I can help!

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: Minnesota,Wisconsin, Connecticut, Florida, Montana
  • Health/disability insurance: Minnesota, Wisconsin, Connecticut, Montana
  • Fixed annuities: Minnesota, Wisconsin, Connecticut, Florida, Montana
  • Variable annuities: Minnesota, Wisconsin, Florida, Connecticut, Montana

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Government & Military, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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