Oskar Guerrero
Client Service Associate
Oskar is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Oskar graduated from the University of California, Riverside (UCR), where he earned a Bachelor of Science degree in Business Administration with a concentration in Finance. During his time at UCR, he was a part of the university’s Hylander Student Investment Fund and represented the school in the Intercollegiate Business Strategy Competition. Outside of the office, Oskar enjoys watching ancient and medieval history documentaries, as well as spending time with friends and family.
