AeroLeads people directory · profile
Mike Guerrero, Cfp® Email & Phone Number
Co-Owner
at
My Smile Orthodontics
1 work email found
@marinerwealthadvisors.com
4 phones found area 956 and 512
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Owner
Location
San Diego, California, United States
Company size
Who is Mike Guerrero, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mike Guerrero, Cfp® is listed as Co-Owner at My Smile Orthodontics, a with 9 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at marinerwealthadvisors.com, phone signal with area code 956, 512, and a matched LinkedIn profile for Mike Guerrero, Cfp®.
Mike Guerrero, Cfp® previously worked as Senior Wealth Advisor at Mariner and Financial Consultant, San Diego at Fidelity Investments. Mike Guerrero, Cfp® holds Bs, Business Administration, Management from San Francisco State University.
Company email context
Email format at My Smile Orthodontics
This section adds company-level context without repeating Mike Guerrero, Cfp®'s masked contact details.
*@marinerwealthadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Mike Guerrero, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Mike Guerrero, Cfp®
CERTIFIED FINANCIAL PLANNER™ and Fiduciary Investment Advisor. Licensed as a Registered Securities Principal and Branch Officer Manager.I work with families, individuals, small business owners, and executives. I deliver Wealth Management services including Financial Planning, Discretionary Investment Management, Tax Planning, Estate Planning and Trust Services, Capital Markets Services, and Business Retirement Plans.Through tailored investment portfolio management and comprehensive financial planning, I help my clients identify and address concerns, intelligently solve problems, and ultimately achieve goals which are personal and unique to them.My clients’ best interest, personal values, hopes, and dreams, always come first.
Listed skills include Wealth Management, Financial Advisory, Tax Efficiency, Investment Management, and 4 others.
Current workplace
Mike Guerrero, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
My Smile Orthodontics
6 roles
Mike Guerrero, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor
Current
May 2018 - Present
Co-Owner
Current
My Smile Orthodontics
Mar 2017 - Present
Financial Consultant, San Diego
Dec 2015 - May 2017
Financial Consultant, Downtown San Francisco
Dec 2010 - Nov 2015
Financial Advisor
Jp Morgan Chase, Merrill Lynch, Transamerica Financial Advisors
Jan 2004 - Dec 2010
3 education records
Mike Guerrero, Cfp® education
Bs, Business Administration, Management
San Francisco State University
Personal Financial Planning Professional Certificate
Ucla
Los Angeles, Ca
St. John Bosco High School
FAQ
Frequently asked questions about Mike Guerrero, Cfp®
Quick answers generated from the profile data available on this page.
What company does Mike Guerrero, Cfp® work for?
Mike Guerrero, Cfp® works for My Smile Orthodontics.
What is Mike Guerrero, Cfp®'s role at My Smile Orthodontics?
Mike Guerrero, Cfp® is listed as Co-Owner at My Smile Orthodontics.
What is Mike Guerrero, Cfp®'s email address?
AeroLeads has found 1 work email signal at @marinerwealthadvisors.com for Mike Guerrero, Cfp® at My Smile Orthodontics.
What is Mike Guerrero, Cfp®'s phone number?
AeroLeads has found 4 phone signal(s) with area code 956, 512 for Mike Guerrero, Cfp® at My Smile Orthodontics.
Where is Mike Guerrero, Cfp® based?
Mike Guerrero, Cfp® is based in San Diego, California, United States while working with My Smile Orthodontics.
What companies has Mike Guerrero, Cfp® worked for?
Mike Guerrero, Cfp® has worked for My Smile Orthodontics, Mariner, Fidelity Investments, and Jp Morgan Chase, Merrill Lynch, Transamerica Financial Advisors.
How can I contact Mike Guerrero, Cfp®?
You can use AeroLeads to view verified contact signals for Mike Guerrero, Cfp® at My Smile Orthodontics, including work email, phone, and LinkedIn data when available.
What schools did Mike Guerrero, Cfp® attend?
Mike Guerrero, Cfp® holds Bs, Business Administration, Management from San Francisco State University.
What skills is Mike Guerrero, Cfp® known for?
Mike Guerrero, Cfp® is listed with skills including Wealth Management, Financial Advisory, Tax Efficiency, Investment Management, Retirement Planning, Fixed Income, Small Business Retirement Planning, and Income Planning.
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