- Firm: Polero ICE Advisers
- Job Title: Executive Director
- Certifications: CFP® and RICP®
Kimerly Polak Guerrero has several decades of experience as a portfolio manager and a personal financial-life manager. She is a Registered Investment Adviser and a CERTIFIED FINANCIAL PLANNER™. She started Polero ICE Advisers in 2008 to provide women and couples with an alternative to the many financial firms that bombard their target customers with glitzy advertising campaigns. Instead of receiving advice from a high-pressured salesperson, Kim's clients get a fee-only adviser who serves as their fiduciary at all times. As a fee-only adviser, she is only compensated by her clients in a completely transparent manner.
Kimerly has a masters in business administration from Harvard Business School and a Bachelor of Science in finance and insurance from the University of Rhode Island, where she graduated summa cum laude. Kim has also earned the Retirement Income Certified Professional® (RICP®) designation, and has completed the educational requirements for the designation of Accredited Estate Planner. She is a member of NAPFA (National Association of Personal Financial Advisors), and served as the leader of NAPFA's New York Study Group for three years.
When offering financial direction, Kimerly is able to make use of her extensive experience as a financial adviser and investment professional. As a portfolio manager and trader from 1986-2007, she was responsible for investing over $6 billion in the global markets, during many periods of excessive volatility. The lessons that she learned first-hand serve her well in assisting her clients today.
Kim is dedicated to providing pro-bono services to those in need of practical financial advice. She has worked with the VITA (Volunteer Income Tax Assistance) Program, which helps elderly and low-income individuals prepare their taxes, and has provided Financial Backpack classes to many groups of young people. Additionally, she continues to serve as a presenter for a financial-education program for battered women in New York City, after being the coordinator for this program for several years.
Disclaimer: The information provided is solely for informational purposes and does not constitute a client-advisor relationship, nor is it a solicitation to sell investment advisory services.
CFP® and CERTIFIED FINANCIAL PLANNER™ are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Boardʼs initial and ongoing certification requirements.
Kimerly received her MBA from Harvard Business School and her Bachelor of Science in finance and insurance from the University of Rhode Island.
Quote from Kimerly Polak Guerrero
“With over three decades of experience managing money and helping individuals manage their overall financial lives, Kimerly Polak Guerrero is committed to giving her clients the peace of mind that they are doing all that they can to assure financial security for their families and themselves.”