Colin W Kimpel, Cfp®

Colin W Kimpel, Cfp® Email and Phone Number

Founding Partner at Wealth Insight Partners @ Wealth Insight Partners
Colin W Kimpel, Cfp®'s Location
Bethesda, Maryland, United States, United States
Colin W Kimpel, Cfp®'s Contact Details
About Colin W Kimpel, Cfp®

I grew up around the business watching my father who has been in financial services for over 45 years. The positive impact he had on his clients through financial planning always left me amazed. It didn’t take long for me to realize that I wanted to chart a similar path to positively impact lives.Two decades later, I find that I really enjoy working with smart, successful people. I love the big picture approach of financial planning, and I absolutely love educating.If clients can shift the heavy burden of financial planning to us, allowing them to focus on “what matters,” then we have achieved our goal.

Colin W Kimpel, Cfp®'s Current Company Details
Wealth Insight Partners

Wealth Insight Partners

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Founding Partner at Wealth Insight Partners
Colin W Kimpel, Cfp® Work Experience Details
  • Wealth Insight Partners
    Founding Partner
    Wealth Insight Partners Jun 2019 - Present
    Bethesda, Maryland, Us
    We remove financial stress for our clients through a holistic, team-based approach to financial planning and advice. By knowing every aspect of a client’s financial world, asking the right questions, and understanding client needs, we have the ability to bring clarity to clients and ensure their most important financial concerns are being addressed.Colin W. Kimpel is a Registered Representative of, and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC. 1593 Spring Hill Road, Suite 500 E, Vienna, VA 22182. (703) 847-9660.I am licensed to sell insurance in: VA, MD, DC, NY, DE, NC, SC, FL, GA, CO, MA, DE, NJ, CT, NH, TN, LA. I am licensed to sell securities in: VA, MD, DC, NY, DE, NC, SC, FL, GA, CO, CA, MA, DE, NJ, CT, NH, TN, LA.CRN201509-176276
  • Veritas Financial, Llc
    Partner
    Veritas Financial, Llc Jun 2015 - Jun 2019
    Tysons Corner, Va, Us
    Colin typically works with business owners and executives that want a plan to get financially organized so that they can set clear goals for themselves and their family. Colin thrives on the opportunity to play a significant role in guiding people toward a better financial future by getting to know our clients personally, so we can better understand what’s driving their decisions. He and the team at Veritas Financial’s comprehensive financial planning approach helps clients gain clarity on their future options, so they are empowered to make well informed decisions to execute their goals and through this process, reduce financial stress. www.vfwealth.com
  • Capitol Financial Partners
    Financial Advisor
    Capitol Financial Partners Jan 2004 - Jun 2015
    Springfield, Massachusetts, Us
    Colin joined Capitol Financial Partners in 2003, a financial planning firm with over 70 associates and over $1 Billion in Assets Under Management, and quickly rose to success within the firm. He is passionate about helping his clients gain clarity about their financial goals by relieving financial stress through planning. He works primarily with executives and business owners and is familiar with their unique planning opportunities. Colin is a Certified Financial Planner ® (CFP) and a Certified Family Business Specialist (CFBS), both which have helped him to educate his clients on all financial matters and planning opportunities. In early 2013, Colin and his business partner, Brock Jolly, opened their own district office of Capitol Financial Partners.Colin W. Kimpel is a Registered Representative of, and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC. 1593 Spring Hill Road, Suite 500 E, Vienna, VA 22182. (703) 847-9660.I am licensed to sell insurance in: VA, MD, DC, NY, DE, NC, SC, FL, GA, CO, MA, DE, NJ, CT, NH, TN, LA. I am licensed to sell securities in: VA, MD, DC, NY, DE, NC, SC, FL, GA, CO, CA, MA, DE, NJ, CT, NH, TN, LA.CRN201509-176276
  • Cti Telecom, Inc
    Account Executive
    Cti Telecom, Inc Jun 2001 - Jan 2004
    Herndon, Va, Us
    Business Telephone System sales: Toshiba & NEC, structured wiring and cabling, network solutions, etc
  • America Online
    Intern - Investor Relations
    America Online May 1999 - Sep 1999
    New York, Ny, Us

Colin W Kimpel, Cfp® Skills

Investments Estate Planning Retirement Planning Strategic Financial Planning Life Insurance Investment Advisory Disability Insurance Long Term Care Insurance Series 7 Small Business Employee Benefits Wealth Management Series 63 Series 65 Sales Certified Financial Planner Non Qualified Deferred Compensation

Colin W Kimpel, Cfp® Education Details

  • University Of Massachusetts Amherst
    University Of Massachusetts Amherst
    Business
  • Langley High School
    Langley High School

Frequently Asked Questions about Colin W Kimpel, Cfp®

What company does Colin W Kimpel, Cfp® work for?

Colin W Kimpel, Cfp® works for Wealth Insight Partners

What is Colin W Kimpel, Cfp®'s role at the current company?

Colin W Kimpel, Cfp®'s current role is Founding Partner at Wealth Insight Partners.

What is Colin W Kimpel, Cfp®'s email address?

Colin W Kimpel, Cfp®'s email address is ck****@****ide.com

What is Colin W Kimpel, Cfp®'s direct phone number?

Colin W Kimpel, Cfp®'s direct phone number is +170367*****

What schools did Colin W Kimpel, Cfp® attend?

Colin W Kimpel, Cfp® attended University Of Massachusetts Amherst, Langley High School.

What skills is Colin W Kimpel, Cfp® known for?

Colin W Kimpel, Cfp® has skills like Investments, Estate Planning, Retirement Planning, Strategic Financial Planning, Life Insurance, Investment Advisory, Disability Insurance, Long Term Care Insurance, Series 7, Small Business, Employee Benefits, Wealth Management.

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