Kimerly Polak Guerrero (CFP®, MBA, RICP®)

Kimerly Polak Guerrero focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

The focus of my business is working with women and couples, to help them determine if they are moving along an acceptable path to accomplish all they want out of life.

NAPFA Start Date

August 21, 2012


This Office

2250 Broadway Apt 14A New York, NY 10024-5870 Phone: (917) 837-0440 Fax: (212) 769-4450