Polero ICE Advisers, L.L.C.

Personal Financial Advisory and Planning Services

About Kimerly Polak Guerrero

Kimerly Polak Guerrero, the Executive Director of Polero ICE Advisers, has 28 years of experience as an investment executive and a financial adviser. She is a Registered Investment Adviser and a CERTIFIED FINANCIAL PLANNER™ certificant.  At the beginning of 2008, she started Polero ICE Advisers to serve a limited number of clients, assisting them with their financial challenges and the organization of their financial lives.

Prior to her current role, she was a Senior Vice President at Travelers/Citigroup and a Managing Director at Depfa Bank, where she successfully invested over $7 billion in the international and domestic markets. Prior to holding these positions, Kim was a foreign exchange options trader at Chemical Bank and a consultant to the World Bank.

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 earned the Retirement Income Certified Professional® (RICP®) designation, and has completed all of the educational requirements for the designation of Accredited Estate Planner.   She is a NAPFA Registered Financial Adviser, and served as the leader of NAPFA's New York Study Group for 4 years.

Kim is dedicated to providing pro-bono services to those in need of credit counseling and other 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 high-school seniors.  She has also served as the Coordinator for a financial-education Program for battered and trafficked women in New York City.

Together with her husband and 3 children, Kim lives in New York City.

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