Guerra Pan Advisors, LLC

Guerra Pan Advisors, LLC is comprised of Robert Guerra and Anna Pan.

The two partners met at Merrill Lynch in 2012 and have worked together over the years to provide high net worth families a customized wealth management strategy that is centered on their life priorities. The advisors take a holistic approach with an eye towards personal financial goals while managing investment risk.

Mr. Guerra and Ms. Pan manage portfolios that are predicated upon the client’s individual goals, ability to withstand risk, and time horizon. Overall risk management is guided by the philosophy that asset allocation and risk tolerance should be viewed through the lens of the economic cycle.

Furthermore, clients trust Guerra Pan Advisors to develop strategies that address their financial needs, such as retirement and education planning, managing future health care expenses and purchasing a home. This approach enables the team to manage all aspects of a client’s financial life, thus fulfilling the role of a personal chief financial officer.