Kimberly Wells

Kimberly Wells Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ | Founder & CEO of Young Wealth Management @ Young Wealth Management
worthington, ohio, united states
Kimberly Wells's Location
Columbus, Ohio, United States, United States
Kimberly Wells's Contact Details

Kimberly Wells work email

Kimberly Wells personal email

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About Kimberly Wells

Kimberly Wells is an independent, Certified Financial Planner™ at Young Wealth Management in Worthington, Ohio. Being an independent advisor allows her to customize plans around her clients specific needs, taking into account areas such as investments, insurance, retirement, budgeting, taxes, estate planning, etc. She specializes in analyzing portfolios and pinpointing problems that could potentially damage her clients' financial future.

Kimberly Wells's Current Company Details
Young Wealth Management

Young Wealth Management

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CERTIFIED FINANCIAL PLANNER™ | Founder & CEO of Young Wealth Management
worthington, ohio, united states
Website:
young-wm.com
Employees:
8
Kimberly Wells Work Experience Details
  • Young Wealth Management
    Owner, Certified Financial Planner™
    Young Wealth Management Aug 2013 - Present
    Worthington, Ohio
    Young Wealth Management is a comprehensive financial planning firm serving the greater Columbus area. We are dedicated to providing unique, individualized advice to help clients protect their past, maximize their present, and prepare for their future.Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Young Wealth Management are independent of each other. Insurance products and services are not offered… Show more Young Wealth Management is a comprehensive financial planning firm serving the greater Columbus area. We are dedicated to providing unique, individualized advice to help clients protect their past, maximize their present, and prepare for their future.Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Young Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Show less
  • Mcintire Retirement Services
    Certified Financial Planner™
    Mcintire Retirement Services Jun 2009 - Jul 2013
    Perrysburg, Ohio
    Kimberly Wells (Young) kicked off her carer at McIntire Retirement Services in Perrysburg, Ohio where she still serves her client base who reside in that area. Young Wealth Management and McIntire Retirement Services continue to have a cohesive relationship so that they are able to serve their clients in the best way possible.

Kimberly Wells Skills

Investments Retirement Retirement Planning Estate Planning Fixed Annuities Insurance Wealth Management Mutual Funds Investment Advisory Asset Allocation Financial Planning Business Planning

Kimberly Wells Education Details

Frequently Asked Questions about Kimberly Wells

What company does Kimberly Wells work for?

Kimberly Wells works for Young Wealth Management

What is Kimberly Wells's role at the current company?

Kimberly Wells's current role is CERTIFIED FINANCIAL PLANNER™ | Founder & CEO of Young Wealth Management.

What is Kimberly Wells's email address?

Kimberly Wells's email address is ki****@****-wm.com

What schools did Kimberly Wells attend?

Kimberly Wells attended University Of Toledo.

What skills is Kimberly Wells known for?

Kimberly Wells has skills like Investments, Retirement, Retirement Planning, Estate Planning, Fixed Annuities, Insurance, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Financial Planning, Business Planning.

Who are Kimberly Wells's colleagues?

Kimberly Wells's colleagues are Benjamin Heilshorn, Danielle Noday, Jonathan Cosner, Brent Wells, Tami Bond.

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