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Kimberley Baker,Cfp® Email & Phone Number

Certified Financial Planner™ | Retirement Income Planning for Life | Social Security Maximizer|Women in Transition at Securities America, Inc. Member FINRA/SIPC
Location: Winston-Salem, North Carolina, United States 3 work roles 1 school
2 work emails found @securitiesamerica.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email k****@securitiesamerica.com
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Current company
Securities America, Inc. Member FINRA/SIPC
Role
Certified Financial Planner™ | Retirement Income Planning for Life | Social Security Maximizer|Women in Transition
Location
Winston-Salem, North Carolina, United States
Company size
895 employees

Who is Kimberley Baker,Cfp®? Overview

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Kimberley Baker,Cfp® is listed as Certified Financial Planner™ | Retirement Income Planning for Life | Social Security Maximizer|Women in Transition at Securities America, Inc. Member FINRA/SIPC, a with 895 employees, based in Winston-Salem, North Carolina, United States. AeroLeads shows a work email signal at securitiesamerica.com and a matched LinkedIn profile for Kimberley Baker,Cfp®.

Kimberley Baker,Cfp® previously worked as Founder, Certified Financial Planner™ at Advance Financial Group and Certified Financial Planner™ at Securities America, Inc. Member Finra/Sipc. Kimberley Baker,Cfp® holds Bachelor Of Science (B.S.) from Wofford College.

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Email format at Securities America, Inc. Member FINRA/SIPC

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*@securitiesamerica.com
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AeroLeads found 2 current-domain work email signals for Kimberley Baker,Cfp®. Compare company email patterns before reaching out.

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About Kimberley Baker,Cfp®

WK: 336-659-9638 / E: KBaker@isgva.com Our mission at Advance Financial Group is to help clients clarify their unique goals and dreams and set priorities so that they may enjoy a comfortable lifestyle today and a secure and dependable income at retirement. We want to be there with you and your family for the journey as life evolves to provide continuity and stability. We pride ourselves on the tradition of serving families from generation to generation providing peace of mind for life's journey.What do we offer? Financial Planning and Investment advisory services on a fee basis, financial advice, Next Phase Retirement income distribution planning, Social Security Maximization, Professional money management, Annuities, Life insurance, Disability Insurance, Long term care insurance planning, Corporate benefits,401k Rollovers and much more. We value long term relationships and find great satisfaction in helping clients achieve peace of mind and confidence as they participate in the process of securing their financial future. Please feel free to call for a complementary initial consultation or second opinion appointment.336-659-9638 www.AdvanceFinancialGroupCFP.com or email me at KBaker@isgva.comSecurities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. See disclosures; http://www.AdvanceFinancial GroupFP.com or see link to web site below.

Listed skills include Comprehensive Financial Planning, Wealth Preservation, Retirement Planning, Income Distribution Planning, and 17 others.

Current workplace

Kimberley Baker,Cfp®'s current company

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Securities America, Inc. Member FINRA/SIPC
Securities America, Inc. Member Finra/Sipc
Certified Financial Planner™ | Retirement Income Planning for Life | Social Security Maximizer|Women in Transition
la vista, nebraska, united states
Website
securitiesamerica.com
Employees
895
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3 roles · 41 years

Kimberley Baker,Cfp® work experience

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Founder, Certified Financial Planner™

Current
Advance Financial Group

3447 Robinhood Road Winston Salem, Nc 27106

1990 - Present ~36 yrs 7 mos
Team & coworkers

Colleagues at Securities America, Inc. Member FINRA/SIPC

Other employees you can reach at securitiesamerica.com. View company contacts for 895 employees →

JC Joe Cunningham Joe Cunningham Colleague at Securities America, Inc. Member Finra/SipcKnoxville, Iowa, United States View → NH Nick Hencke Nick Hencke Colleague at Securities America, Inc. Member Finra/SipcOmaha, Nebraska, United States View → MT Mary Tyree Mary Tyree Colleague at Securities America, Inc. Member Finra/SipcTwin Falls, Idaho, United States View → CA Curt Almy Curt Almy Colleague at Securities America, Inc. Member Finra/SipcMiles City, Montana, United States View → GR Gloria Rock Gloria Rock Colleague at Securities America, Inc. Member Finra/SipcLa Vista, Nebraska, United States View → EH Eric Hays Eric Hays Colleague at Securities America, Inc. Member Finra/SipcMissoula, Montana, United States View → TH Thomas Harman Thomas Harman Colleague at Securities America, Inc. Member Finra/SipcLa Vista, Nebraska, United States View → KT Kevin T Mccarthy Kevin T Mccarthy Colleague at Securities America, Inc. Member Finra/SipcDetroit Metropolitan Area, United States View → DT Dustin Tidwell Dustin Tidwell Colleague at Securities America, Inc. Member Finra/SipcDenver, Colorado, United States View → JA Jimmy Alexander Jimmy Alexander Colleague at Securities America, Inc. Member Finra/SipcBronx, New York, United States View →
1 education record

Kimberley Baker,Cfp® education

FAQ

Frequently asked questions about Kimberley Baker,Cfp®

Quick answers generated from the profile data available on this page.

What company does Kimberley Baker,Cfp® work for?

Kimberley Baker,Cfp® works for Securities America, Inc. Member FINRA/SIPC.

What is Kimberley Baker,Cfp®'s role at Securities America, Inc. Member FINRA/SIPC?

Kimberley Baker,Cfp® is listed as Certified Financial Planner™ | Retirement Income Planning for Life | Social Security Maximizer|Women in Transition at Securities America, Inc. Member FINRA/SIPC.

What is Kimberley Baker,Cfp®'s email address?

AeroLeads has found 2 work email signals at @securitiesamerica.com for Kimberley Baker,Cfp® at Securities America, Inc. Member FINRA/SIPC.

Where is Kimberley Baker,Cfp® based?

Kimberley Baker,Cfp® is based in Winston-Salem, North Carolina, United States while working with Securities America, Inc. Member FINRA/SIPC.

What companies has Kimberley Baker,Cfp® worked for?

Kimberley Baker,Cfp® has worked for Advance Financial Group, Securities America, Inc. Member Finra/Sipc, and Investors Security Company, Inc..

Who are Kimberley Baker,Cfp®'s colleagues at Securities America, Inc. Member FINRA/SIPC?

Kimberley Baker,Cfp®'s colleagues at Securities America, Inc. Member FINRA/SIPC include Joe Cunningham, Nick Hencke, Mary Tyree, Curt Almy, and Gloria Rock.

How can I contact Kimberley Baker,Cfp®?

You can use AeroLeads to view verified contact signals for Kimberley Baker,Cfp® at Securities America, Inc. Member FINRA/SIPC, including work email, phone, and LinkedIn data when available.

What schools did Kimberley Baker,Cfp® attend?

Kimberley Baker,Cfp® holds Bachelor Of Science (B.S.) from Wofford College.

What skills is Kimberley Baker,Cfp® known for?

Kimberley Baker,Cfp® is listed with skills including Comprehensive Financial Planning, Wealth Preservation, Retirement Planning, Income Distribution Planning, Rollovers, Wealth Management, Tax Efficiency, and Investments.

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