Financial Advisor, Owner
Current
Insight Investment Planning, Inc.
Independent Financial Advisor
Apr 2012 - Present
AeroLeads people directory · profile
Kimberlee Sipe Email & Phone Number
Financial Advisor, Owner
at
InSight Investment Planning, Inc.
1 work email found
@capital-invest.com
7 phones found area 919, 252, and 704
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
InSight Investment Planning, Inc.
Role
Financial Advisor, Owner
Location
Raleigh, North Carolina, United States
Who is Kimberlee Sipe? Overview
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Quick answer
Kimberlee Sipe is listed as Financial Advisor, Owner at InSight Investment Planning, Inc., based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at capital-invest.com, phone signal with area code 919, 252, 704, and a matched LinkedIn profile for Kimberlee Sipe.
Kimberlee Sipe previously worked as Financial Advisor at Capital Investment Group Located At Capital Bank and Financial Advisor at Wachovia Securities. Kimberlee Sipe holds Bs, History With Minor In Art History from University Of North Carolina At Chapel Hill.
Company email context
Email format at InSight Investment Planning, Inc.
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{first_initial}{last}@capital-invest.com
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AeroLeads found 1 current-domain work email signal for Kimberlee Sipe. Compare company email patterns before reaching out.
Profile bio
About Kimberlee Sipe
Through a genuine desire to help others financially succeed and meet their retirement goals, my objective is to be a valued resource and professional partner with clients. Clients’ goals & dreams are my first priority. I work with small business 401k plans, non-profit 403b plans and manage individual client assets to help them meet their retirement goals.www.insightinvestmentplanning.comPlease read my article in the Philanthropy Journal:http://www.philanthropyjournal.org/resources/managementleadership/new-retirement-plan-regulationsSpecialties: Having a unique service model, I focus on greatly improving the service that organizations and businesses receive in regards to their retirement plans.
Listed skills include Investments, Retirement Planning, Retirement, 401K, and 2 others.
Current workplace
Kimberlee Sipe's current company
Company context helps verify the profile and gives searchers a useful next step.
Insight Investment Planning, Inc.
5 roles
Kimberlee Sipe work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Apr 2009 - Mar 2012
Financial Advisor
I presently work with retirement plans for small to medium-sized companies as well as plans in the non-profit community. Half of my practice is dedicated to retirement plans while the other half are unaffiliated individual clients. I have a one-of-a-kind service model for my retirement plan clients and focus on giving them superior service. I also feel.
Jun 2006 - May 2009
Financial Consultant
Principal Financial Group
The main focus with Principal is insurance (personal and group). I was with Principal for a short amount of time because I did not want to concentrate on insurance but wanted to work more with investments. However, insurance is a complement to financial planning so I am grateful to have a strong background.
May 2005 - Jun 2006
Account Executive
Office Furniture Rental Alliance
I have worked with other local Raleigh dealerships since moving to Raleigh in 2000 and before working for OFRA, a Connecticut-based company. After being in the furniture industry for a few years, I realized my passion did not lie with the industry. However, I gained sales experience and valuable knowledge on relationship building.
Sep 2003 - Jun 2006
2 education records
Kimberlee Sipe education
Bs, History With Minor In Art History
Ba, Interior Design Degree With Business Minor
FAQ
Frequently asked questions about Kimberlee Sipe
Quick answers generated from the profile data available on this page.
What company does Kimberlee Sipe work for?
Kimberlee Sipe works for InSight Investment Planning, Inc..
What is Kimberlee Sipe's role at InSight Investment Planning, Inc.?
Kimberlee Sipe is listed as Financial Advisor, Owner at InSight Investment Planning, Inc..
What is Kimberlee Sipe's email address?
AeroLeads has found 1 work email signal at @capital-invest.com for Kimberlee Sipe at InSight Investment Planning, Inc..
What is Kimberlee Sipe's phone number?
AeroLeads has found 7 phone signal(s) with area code 919, 252, 704 for Kimberlee Sipe at InSight Investment Planning, Inc..
Where is Kimberlee Sipe based?
Kimberlee Sipe is based in Raleigh, North Carolina, United States while working with InSight Investment Planning, Inc..
What companies has Kimberlee Sipe worked for?
Kimberlee Sipe has worked for Insight Investment Planning, Inc., Capital Investment Group Located At Capital Bank, Wachovia Securities, Principal Financial Group, and Office Furniture Rental Alliance.
How can I contact Kimberlee Sipe?
You can use AeroLeads to view verified contact signals for Kimberlee Sipe at InSight Investment Planning, Inc., including work email, phone, and LinkedIn data when available.
What schools did Kimberlee Sipe attend?
Kimberlee Sipe holds Bs, History With Minor In Art History from University Of North Carolina At Chapel Hill.
What skills is Kimberlee Sipe known for?
Kimberlee Sipe is listed with skills including Investments, Retirement Planning, Retirement, 401K, Small Business, and Alternative Assets.
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