Kim Evans, Cfp® Email and Phone Number
Kim Evans, Cfp® work email
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Kim Evans, Cfp® personal email
A commitment to a client-centric practice and unwavering integrity in all of our endeavors ensures that our clients' best interests are always our best interests.As Fee–Only, independent fiduciaries, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have an unwavering legal and ethical commitment to ensure that all every recommendation we make is in the client’s best interests.Specialties: Financial planning and management, clients in transition, and clients planning for multi-generational wealth.Rockwood Wealth Management is an Independent, Fee-Only Financial Planning and Investment Management firm with locations in New Hope, PA.
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Private Client AdvisorRockwood Wealth Management Mar 2022 - PresentNew Hope, Pennsylvania, UsRockwood Wealth Management is responsible for advising affluent families and institutions. We function as trusted advisors on all matters pertaining to our clients’ financial planning and investments. Our deep understanding of capital markets, taxation, insurance, and estate planning allows us to address issues critical to business owners and corporate executives. We work closely with our clients’ tax and legal advisors to ensure a multi-faceted approach to wealth planning.CERTIFIED FINANCIAL PLANNER TM
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AccountantWilmington Trust Nov 2021 - Mar 2022Wilmington, De, UsAccountant and client manager for Wilmington's Emerald Family Office & Advisory. -
Accounting Analyst IiiWilmington Trust Jun 2019 - Nov 2021Wilmington, De, UsFamily Office Financial Management Accounting Analyst
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Management Development ProgramWilmington Trust Jul 2018 - Jun 2019Wilmington, De, Us
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Study Abroad Office AssistantLafayette College Aug 2015 - May 2018Easton, Pa, UsFacilitate record keeping, verification of student data, and submit records to state and government agencies for students studying abroad. Act as a liaison between students and staff, answer student questions, and assist with office work and management. -
ExternFidelity Investments Jan 2018 - Jan 2018Boston, Ma, UsFinancial Externship Program hosted by Fidelity Investment and Lafayette College in Boston, MA. The externship included comprehensive visits with Fidelity Investments, Citigroup, Cambridge Associates, Modera Wealth Management, and Harvard Business School. Each visit gave externs an introduction to the firm and the type of products and services offered to clients, including wealth advisory, wealth planning, investment management, brokerage and trading, technology, and continued education. Extern hosts conducted in-depth conversations around the financial industry, individual firm's work and clientele, career paths, and overall professional development. -
Counselor-In-Training (Cit) DirectorYmca Camp Coniston Jun 2017 - Aug 2017Grantham, Nh, UsResponsible for two groups of 20 sixteen-year-old campers, teaching and guiding them as they grew into leaders and counselors, working with staff and campers. Trip leader for two, one-week trips off of camp canoeing 20 miles and backpacking through the White Mountains. Taught and certified 70 people in American Red Cross Lifeguarding, CPR, AED, and First Aid and recertified over 100 Red Cross certifications. -
Waterfront Director & Assistant Waterfront DirectorYmca Camp Coniston Jun 2014 - Aug 2016Grantham, Nh, UsResponsible for leading a team of three assistant directors and 30 staff to ensure waterfront safety and efficiency. Ran safety drills, swim tests and monitored swimming progress of 1400 campers. Certified over 70 people in American Red Cross Lifeguarding, CPR, AED, and First Aid and recertifiedover 250 Red Cross certifications.
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Cabin CounselorYmca Camp Coniston Jun 2013 - Aug 2016Grantham, Nh, UsResidential cabin counselor responsible for supervising and mentoring campers age 8-15. Facilitated and encouraging relationships, creative problem solving and teamwork, while leading daily activities and programs.
Kim Evans, Cfp® Skills
Kim Evans, Cfp® Education Details
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Lafayette CollegeMathematics And Economics -
Syracuse University
Frequently Asked Questions about Kim Evans, Cfp®
What company does Kim Evans, Cfp® work for?
Kim Evans, Cfp® works for Rockwood Wealth Management
What is Kim Evans, Cfp®'s role at the current company?
Kim Evans, Cfp®'s current role is Private Client Advisor at Rockwood Wealth Management.
What is Kim Evans, Cfp®'s email address?
Kim Evans, Cfp®'s email address is ke****@****ust.com
What schools did Kim Evans, Cfp® attend?
Kim Evans, Cfp® attended Lafayette College, Syracuse University.
What skills is Kim Evans, Cfp® known for?
Kim Evans, Cfp® has skills like Event Planning, Leadership, Organization Skills, Communication, Public Speaking, Analytical Skills, Strategic Planning, Microsoft Excel, Microsoft Word, Powerpoint, Mathematica, Team Building.
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