Kim Evans, Cfp® Email & Phone Number

New Hope, Pennsylvania, Us

Rockwood 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

Wilmington, De, Us

Accountant and client manager for Wilmington's Emerald Family Office & Advisory.

Wilmington, De, Us

Family Office Financial Management Accounting Analyst

Wilmington, De, Us

Easton, Pa, Us

Facilitate 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.

Boston, Ma, Us

Financial 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.

Grantham, Nh, Us

Responsible 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.

Grantham, Nh, Us

Responsible 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.

Grantham, Nh, Us

Residential 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.

Bachelor Of Arts - Ba, Mathematics And Economics

Education record