Phil Guerrero, CFP®
President & Wealth Advisor
For 22 years, Phil Guerrero, CFP® has been helping clients develop strategies for meeting their financial goals while navigating volatile markets.
After a quick upbringing including contributing to household income at age 14, and being financially independent by age 17, Phil understands the value of a dollar and what it takes to build a financially successful life from the ground up..
Read more about Phil Guerrero on the PMG Wealth Management website.
George is our newest member to the team and joins us after successfully graduating from Michigan State University in 2019 with a degree in Finance. George’s primary responsibilities include building his own set of clients, assisting Phil with investment research, tracking our portfolios, and implementing our client’s financial plans..
Read more about George Maroudas on the PMG Wealth Management website.