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Ernie Guerriero, CLU, ChFC, CEBS, CPC, AIF, RICP

Ernie Guerriero, CLU, ChFC, CEBS, CPC, AIF, RICP

Advanced Case Specialist

Meet Ernie Guerriero, an Advanced Case Specialist renowned for his ability to work with complex tax codes, making them accessible to everyone. Ernie has experience in Qualified and Non-Qualified Plans and is passionate about helping individuals leverage the Tax Code to their benefit. 

His impressive career includes serving as Vice President at several major life insurance companies. In these roles, Ernie was responsible for leading departments in sales, marketing, and technical support, with a particular focus on qualified retirement plans. He also provided invaluable assistance to CPA firms, aiding in the integration of tax preparation and financial services, while also serving as a key technical resource. 

Ernie's experience in retirement planning is widely recognized. He is a sought-after lecturer, has contributed articles to respected trade publications such as the Journal of Financial Services Professionals and the New York University Review of Employee Benefits and Executive Compensation, and is happiest when helping Business Owners implement plans that benefit their business and family.  

Ernie's holds an impressive array of credentials reflecting his comprehensive knowledge and commitment to excellence in financial and retirement planning. 

*Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.