Financial Services
+ Wealth Management

For busy people seeking practical answers
Take best care of each client's situation, needs, goals, risk tolerance, time-frame and best fit

Pro-Active Wealth Manager

Seeking opportunities to benefit clients
From diverse market conditions

Supporting actively responsible organizations:

Compassionate
Conscientious
Eco-friendly
Socially responsible
Reducing our global footprint
Pursuing a healthier planet
Seeking to improve ESG

Securities and advisory services offered through Osaic Wealth, Inc., member of FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Financial planning, technical analysis and active portfolio management offered through Pro.Act Wealth Solutions, LLC., not affiliated with Osaic Wealth, Inc.
Fixed and traditional Insurance services offered through Independent Capital Management, Inc., a Registered Investment Advisor not affiliated with Osaic Wealth, Inc.
As a Registered Representative may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, HI, ID, IN, MO, MT, NV, NY, OR, TN, TX, UT, WA, WY. For enquiries by residents of states not listed here, their state of residence would be added to this list prior to discussing their questions in a reasonably prompt manner.

Form CRS - Customer Relationship Summary

Check Plato Guerre’s background on FINRA's BrokerCheck.
California Insurance License 0D66365.

Financial Services + Wealth Management

Pro-Active Wealth Manager

Financial Services
+ Wealth Management