Juliana Guerra, MSF

Investment Research Analyst

jguerra@alphacore.com
San Diego, CA

Education & Accreditation

  • University of San Diego, B.B.A. Finance
  • University of San Diego, M.S. Finance

Juliana Guerra is an Investment Research Analyst at AlphaCore Wealth Advisory where she fulfills a range of responsibilities such as conducting due diligence, performing returns analysis, and assisting with portfolio construction and monitoring. In addition, she plays a vital role in generating research articles and educational content on alternative strategies which are shared with clients. Juliana embarked on her journey with AlphaCore as an intern in June 2022.

With an impressive academic background, Juliana holds a Bachelor of Business Administration, graduating summa cum laude, as well as a Master of Science in Finance from the University of San Diego. Born and raised in San Diego, she currently resides in Carmel Valley. Beyond her professional endeavors, Juliana finds joy in her passions for art and art history, indulging in reading, and spending time in nature.

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