Luke Guerrero, CFA

Luke Guerrero serves as KPP Financial's Chief Investment Officer and is a CFA charter holder financial advisor in Irvine. He brings his extensive institutional investment experience to drive the firm's equity strategy and allocation, specializing in small-cap equity management, tax strategies, and fundamental securities analysis. His expertise spans small-cap equity management, tax strategies, and securities analysis, significantly enhancing KPP's investment approach. 

Luke's career highlights include a six-year tenure as an Associate Portfolio Manager at Dimensional Fund Advisors, where he managed various US Small Cap Equity strategies and made substantial contributions to tax management, securities lending, and screening initiatives.

In addition to his role as Chief Investment Officer at KPP Financial, Luke co-hosts the popular InvestTalk podcast alongside Justin Klein. This daily program, which has garnered over 60 million downloads, provides listeners with unbiased investment guidance and in-depth analysis of financial topics.

Luke's multidisciplinary academic background from Cornell University, combining economics, business, and engineering, underpins his analytical approach to portfolio management. His experience as a collegiate track and field athlete further demonstrates his drive and competitive spirit.

Outside of his professional endeavors, Luke maintains an active lifestyle, enjoying outdoor activities such as skiing and hiking.