Karlos Guerra


Karlos Guerra is a Client Solutions Manager with Peak American in San Mateo, California. Karlos graduated from St. Mary’s College with a B.A. in Business Administration and a master’s in financial analysis. He also currently holds his California Life and Health insurance license.

Karlos decided to work in financial services to align the passion he has for finance with his natural desire to help people reach their financial goals. What he enjoys most is collaborating with clients to positively impact their estate planning matters.

In his free time, Karlos loves to spend time with his family, read books on personal growth, and croon Frank Sinatra music.

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