our team

Wendy Guerrero

Wendy Guerrero, born and raised in Santa Barbara, has been working in the financial industry for fourteen years. She began at UBS PaineWebber as a sales assistant and resided there for five years. However, Wendy desired more from her career and this position did not allow for significant growth. In 1997 she moved to Morgan Stanley, where she worked for 4 ½ years under five different brokers. In 2002, Wendy joined the firm as an Executive Assistant and has expanded her duties to include overseeing all of the operations at VIDA Wealth Partners.

Outside of work, Wendy enjoys spending as much time as she can with her family.