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
- 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