Diane Kimbro Email and Phone Number
Diane Kimbro work email
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Diane Kimbro personal email
Diane Kimbro phone numbers
I am truly passionate about helping companies and non-profits build effective retirement plans that attract and retain quality employees, ultimately allowing them to retire comfortably. Born and raised in Southern California, I am proud to have been the first of 9 siblings to graduate from college. My faith has guided me throughout life's journey and my family, including my two grown children and husband of 32 years are my inspiration. I love tennis and am fortunate to be a part of a very active tennis community that includes some of my closest friends.For 30+ years I have worked with closely held companies and non-profit organizations in the Los Angeles and Orange County areas with an emphasis on building quality employer-sponsored retirement plans that: 1 – Shoulder fiduciary and investment responsibility for the employer 2 – Minimize administrative burden and maintain compliance 3 – Attract and retain employeesHere are some of the areas I focus on with my clients:-->3(21) 401(k) and 403(b) Fiduciary plans and services--> Retirement plan participant education--> Rescuing out of compliance plans while proactively identifying potential compliance issues--> New plan start-up advising--> Driving plan performance through effectiveness, efficiency, and ease through E3 processServing in the top 1% of retirement plan advisors in Southern California, I take pride in providing a comprehensive and personalized approach with my clients to create maximum impact for their business and their employees.The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party site.Registered representatives offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor, member FINRA/SIPC. Additional Advisory services offered through StoneKimbro, a registered investment advisor. Independent Financial Group, LLC, and StoneKimbro are unaffiliated entities.For state licensing information, please visit www,stonekimbro.com.
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PrincipalStonekimbro Dec 1987 - PresentLos Angeles, California, UsA team of veteran consultants dedicated to helping businesses and individuals understand their complete financial picture.-->Manage qualified plans/retirement plan department-->Provide expertise on plan design and implementation-->Perform investment oversight-->Manage regulatory compliance and plan education for 401(k) Plans and 403(b) PlansInformation is provided from sources believed to be reliable. However, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to the 3rd party website you are leaving our site and assume total responsibility for your use at these sites.
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Benefits And Compensation AssistantUnisys Sep 1986 - Dec 1987Blue Bell, Pennsylvania, UsA global information technology company that provides IT services, software, and technology delivering secure digital solutions to businesses and governments.-->Assisted Benefits and Compensation Consultant with administration of company 401(k) Plan, COBRA, and salary surveys
Diane Kimbro Skills
Diane Kimbro Education Details
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California State University, Long BeachBusiness Administration
Frequently Asked Questions about Diane Kimbro
What company does Diane Kimbro work for?
Diane Kimbro works for Stonekimbro
What is Diane Kimbro's role at the current company?
Diane Kimbro's current role is Build Quality Retirement Plans that Attract and Retain Quality Employees.
What is Diane Kimbro's email address?
Diane Kimbro's email address is di****@****ert.com
What is Diane Kimbro's direct phone number?
Diane Kimbro's direct phone number is +171439*****
What schools did Diane Kimbro attend?
Diane Kimbro attended California State University, Long Beach.
What skills is Diane Kimbro known for?
Diane Kimbro has skills like Employee Benefits, 401k, Retirement Planning, Defined Benefit, Retirement, Investments, Pensions, Erisa, Mutual Funds, Strategic Financial Planning, Financial Advisory, Wealth Management.
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