Kerri Kimball
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Kerri Kimball Email & Phone Number

Managing Partner at Apogee Wealth Advisors at Apogee Wealth Advisors
Location: San Francisco Bay Area, United States 6 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Apogee Wealth Advisors
Role
Managing Partner at Apogee Wealth Advisors
Location
San Francisco Bay Area, United States
Company size
4 employees

Who is Kerri Kimball? Overview

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Kerri Kimball is listed as Managing Partner at Apogee Wealth Advisors at Apogee Wealth Advisors, a with 4 employees, based in San Francisco Bay Area, 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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Apogee Wealth Advisors

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Profile bio

About Kerri Kimball

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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Kerri Kimball's current company

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Apogee Wealth Advisors
Apogee Wealth Advisors
Managing Partner at Apogee Wealth Advisors
new york, new york, united states
Website
apogeewealthadvisors.com
Employees
4
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6 roles

Kerri Kimball work experience

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Managing Partner

Current
Apogee Wealth Advisors

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 Adviser. Apogee Wealth Advisors LLC, 517 Zephyr Circle, Danville, CA 94526-5236, (212) 256-1233. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Mar 2013 - Present

Vice President

Element Financial Group

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 recommendations that take into account not only all financial factors but your values and beliefs about finances as well.

Aug 2007 - Mar 2013

Financial Representative

Strategies For Wealth Creation And Protection

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, Disability income insurance, Long-term care insurance, Financial coaching.

Nov 2005 - Jul 2007

President

The Art Of Finance

Financial Consulting and Coaching for individuals, corporations and non-profits committed to causing a fundamental shift toward successful financial results.

Feb 2004 - Dec 2005

Vp, Global Budget Director

Lowe And Partners Worldwide
Oct 2000 - Jul 2004
3 education records

Kerri Kimball education

Chartered Sri Counselor℠ Or Csric®, Sustainable, Responsible, And Impact Investing

College For Financial Planning

The Chartered SRI Counselor℠ or CSRIC® education program is a graduate-level program for advanced financial planners that provides a blend.

FAQ

Frequently asked questions about Kerri Kimball

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What company does Kerri Kimball work for?

Kerri Kimball works for Apogee Wealth Advisors.

What is Kerri Kimball's role at Apogee Wealth Advisors?

Kerri Kimball is listed as Managing Partner at Apogee Wealth Advisors at Apogee Wealth Advisors.

Where is Kerri Kimball based?

Kerri Kimball is based in San Francisco Bay Area, United States while working with Apogee Wealth Advisors.

What companies has Kerri Kimball worked for?

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.

Who are Kerri Kimball's colleagues at Apogee Wealth Advisors?

Kerri Kimball's colleagues at Apogee Wealth Advisors include Kati Renth and Karen Rottman Roth, Cpa, Cfa.

How can I contact Kerri Kimball?

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.

What schools did Kerri Kimball attend?

Kerri Kimball holds Chartered Sri Counselor℠ Or Csric®, Sustainable, Responsible, And Impact Investing from College For Financial Planning.

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