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Meet Sal Guerrero, VP of Wealth Management

Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into a beneficial solution for you.

Professional assistance, quality financial products and dependable service

As a MEMBERS Financial Services Representative, I am qualified to provide guidance to Education First members on all financial matters. I am a Financial Advisor of CUNA Brokerage Services, Inc., a broker/dealer with a portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC. I also handle professional money management services through MEMBERS Advisory Portfolio to develop an efficient and through investment plan. I am also a licensed insurance representative of CMFG Life Insurance Company.

Working together, I’ll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. We can start small and grow, or evaluate and strengthen any existing financial plans. Ultimately, we'll create a strategy to build, protect, use and transfer assets in the most advantageous way. We'll also review your portfolio periodically and adjust as necessary. It just makes sense - as your life changes, so do your financial needs, and I’ll be here for you at every stage.

Contact me today so we can discuss your financial needs.

Sal C Guerrero
Vice President - Wealth Management

6885 Eastex Fwy
Beaumont, TX 77706
(409) 896-8552
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