Robert Guerra is a partner at Guerra Pan Advisors, LLC.
Prior to founding Guerra Pan Advisors in 2019, Robert spent 13 years at Merrill Lynch as a Senior Financial Advisor and Portfolio Manager. He started his financial career at Prudential Securities in 2001. He was an early adopter of the fiduciary, financial planning based wealth management style as well as the use of low-cost tax-efficient investment vehicles such as Exchange Traded Funds when these were all rarities on Wall Street. Prior to working in the financial industry, Robert spent much of the 1990s as a successful Lighting Designer and technician in the film, television and theatre fields. He is a graduate of New York University with a degree in International Relations.