AlphaCore Wealth Advisory
Juliana Guerra, MSF, has a diverse work experience in various roles. Juliana started their career as an Operations/Curatorial Intern at Timken Museum in July 2021, where they gained valuable experience in museum operations and curatorial work. Subsequently, they worked as a Writing Center Consultant at the University of San Diego from January 2021 to May 2022, where they provided personalized consultations to undergraduate and graduate students for paper revision and idea generation.
In June 2022, Juliana joined AlphaCore Wealth Advisory as a Research Intern, contributing to the company's research efforts for high net-worth individuals. Later on, in June 2023, they transitioned to the role of Investment Research Analyst at the same firm.
With their previous experiences in the museum, education, and financial sectors, Juliana brings a diverse skill set and a comprehensive understanding of various industries to their professional endeavors.
Juliana Guerra, MSF completed their Bachelor of Business Administration (BBA) degree in Finance at the University of San Diego from 2018 to 2022. Juliana further pursued their education at the same institution and completed their Master of Science (MS) degree in Finance from 2022 to 2023. Juliana's education background demonstrates their focused interest in finance and their commitment to acquiring advanced knowledge in the field.
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AlphaCore Wealth Advisory
At AlphaCore, we employ an innovative asset allocation philosophy. While traditional allocations to stocks, bonds, and real estate serve an important purpose, we believe alternative investments should also be incorporated in order to properly diversify a portfolio. Historically, having a large allocation to traditional, long-only asset classes, primarily made up of equities and bonds, was considered the necessary ingredient to forming a well-diversified portfolio. Today, however, the markets have become both increasingly correlated and recent moves in equities and interest rates have become exhausted. As financial advisors, adding alternative investments in a prudent manner can help to provide the proper diversification needed in the decades to come. Our team proudly offers these customized solutions tailored to the unique goals and investment profiles of the families and individuals we serve. To ensure compliance with Rule 206(4)-1 of the Advisers Act: Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our LinkedIn page. “Like” is not meant in the traditional sense. In addition, postings to our LinkedIn page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal. Please click here for important information about AlphaCore on social media, https://www.alphacorecap.com/alphacore-social-media
Employees
11-50