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Our financial advice team


Guy Acerra

Guy Acerra

CFP®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Acerra, Fox & Associates
45
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Interests

Hiking

Golf

Awards & recognition

  • Financial Times 400 Top Financial Advisers, 2017-2019
  • Ameriprise Circle of Success, 2003 -2020
  • Five Star Wealth Manager, 2012-2016, 2018-2020
  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • Ameriprise Hall of Fame, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®

Education

  • BA, Bowling Green University
  • MA, Bowling Green University

Professional associations

  • San Antonio Estate Planners Council
Newsletter

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Community participation

Abode Home Hospice - Board Member