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Kerri Kimball is listed as Managing Partner at Apogee Wealth Advisors at Apogee Wealth Advisors, a company with 4 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Kerri Kimball.
Kerri Kimball previously worked as Managing Partner at Apogee Wealth Advisors and Vice President at Element Financial Group. Kerri Kimball holds Chartered Sri Counselor℠ Or Csric®, Sustainable, Responsible, And Impact Investing from College For Financial Planning.
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Kerri is an independent wealth advisor creating customized solutions for high net worth women and their families. She has over 30 years of financial planning and advisory experience. As Founder and Managing Partner of Apogee Wealth Advisors, she functions as her clients’ trusted advisor on all matters affecting their financial planning, investments, and insurance. Kerri’s clients are goal-driven and seek to align their spending and investing with their values. They’re focused on living a healthy lifestyle, taking care of the planet, growing their assets responsibly, and treating all people with respect. They seek to partner with her to build and preserve their assets to prepare for life’s significant moments.Kerri serves on the Investment Committee of Fractured Atlas and has contributed to a number of publications including the Wall Street Journal, Bloomberg Businessweek, Financial Planning Magazine, and CNN Money. She also co-authored the Amazon bestseller Redefining Success: Real Women, Real Stories, Real Inspiration.Areas of expertise: ESG/SRI Investing, Financial Planning, Retirement Planning, Executive Stock Options, Portfolio Management, Tax Planning, Asset Allocation, Education Planning, Scenario Analysis, Estate Planning, Charitable Gifting, and Insurance Planning.
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United States
At Apogee Wealth Advisors, we create strategies that balance your current needs with your long-term goals. We help prioritize and achieve those goals throughout your lifetime and solidify your legacy for the future.Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment.
New York, NY
A distinctive wealth management practice helping women who have incredible demands on their time and energy. Our approach to wealth preservation, growth and transference creates an experience that is personalized, professional and comprehensive. We take on the burden of organizing the relevant information, researching the viable options, and making.
New York, NY
Financial and Insurance Planning with a unique philosophy of protection first, asset-building second, assisting clients to enjoy their wealth and live the lifestyle they desire. Clients served included creative professionals, entertainers and small business owners. Specialities: Retirement planning, Estate planning, Buy-sell agreements, Life insurance.
Financial Consulting and Coaching for individuals, corporations and non-profits committed to causing a fundamental shift toward successful financial results.
The Chartered SRI Counselor℠ or CSRIC® education program is a graduate-level program for advanced financial planners that provides a blend.
Activities and Societies: Pi Delta Gamma
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Kerri Kimball works for Apogee Wealth Advisors.
Kerri Kimball is listed as Managing Partner at Apogee Wealth Advisors at Apogee Wealth Advisors.
Kerri Kimball is based in San Francisco Bay Area, United States, United States while working with Apogee Wealth Advisors.
Kerri Kimball has worked for Apogee Wealth Advisors, Element Financial Group, Strategies For Wealth Creation And Protection, The Art Of Finance, and Lowe And Partners Worldwide.
Kerri Kimball's colleagues at Apogee Wealth Advisors include Kati Renth and Karen Rottman Roth, Cpa, Cfa.
You can use AeroLeads to view verified contact signals for Kerri Kimball at Apogee Wealth Advisors, including work email, phone, and LinkedIn data when available.
Kerri Kimball holds Chartered Sri Counselor℠ Or Csric®, Sustainable, Responsible, And Impact Investing from College For Financial Planning.
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