About - Plan to Rise Above® - PMG Wealth Management

Phil Guerrero, CFP®

President & Wealth Advisor
phil@pmgwealth.com

For 25 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..

George Maroudas

Wealth Advisor
george@pmgwealth.com

George has been with PMG since 2019 after successfully graduating with a Finance degree from Michigan State University. George was offered a position with us after completing his summer internship before his senior year in 2018.

George’s primary responsibilities include servicing PMG clients, tracking portfolios, implementing our client’s financial plans, and creating content for the PMG Blog. He is also accepting new clients who are looking to get a handle on their retirement savings and building wealth. He is the holder of FINRA licenses Series 7 and 66, as well as the life insurance license.

Away from the office, George enjoys rooting on “Sparty”, playing basketball, and working out.