Kimberly J. Brumbaugh Email & Phone Number
@brumbaughwealth.com
3 phones found area 610 and 212
LinkedIn matched
Who is Kimberly J. Brumbaugh? Overview
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Kimberly J. Brumbaugh is listed as Founder and Managing Partner at Brumbaugh Wealth Management, LLC, a with 6 employees, based in Exton, Pennsylvania, United States. AeroLeads shows a work email signal at brumbaughwealth.com, phone signal with area code 610, 212, and a matched LinkedIn profile for Kimberly J. Brumbaugh.
Kimberly J. Brumbaugh previously worked as Founder & Managing Partner at Brumbaugh Wealth Management, Llc and Financial Advisor at Karr Barth Associates. Kimberly J. Brumbaugh holds Advanced Estate Planning & Lutcf Designation from The American College Of Financial Services.
Email format at Brumbaugh Wealth Management, LLC
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AeroLeads found 1 current-domain work email signal for Kimberly J. Brumbaugh. Compare company email patterns before reaching out.
About Kimberly J. Brumbaugh
Our firm helps coach clients through complex financial situations and acts as a catalyst to get things done.● Who we help ● Executives - "C" suite ● Business owners - Small and Middle Market ● Retirees● How we help ● Individual & Multi-generational Planning ● Investment Advisory Services ● Retirement Planning ● Estate Planning and Wealth Transfer ● Special Needs Family Planning Strategies ● Tax Reduction and Insurance Strategies ● Business Owner Planning ● Business Succession Planning ● Tax Reduction and Insurance Strategies ● Executive Benefit Strategies● Why we helpWe're dedicated to helping people secure their financial futures. We're especially passionate about interacting with clients and knowing that together we can design solutions to help them navigate their finances.● HOW CAN I HELP YOU?If you’re not completely confident about your family’s financial future, please email ☛ kbrumbaugh@brumbaughwealth.com415 Eagleview Boulevard, Suite 110 | Exton, PA 19341 | 610.458.2495Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Advisory services also offered through AdvisorNet Wealth Partners. Cetera is under separate ownership from any other entity.
Listed skills include Strategic Financial Planning, Estate Planning, Asset Management, Wealth, and 17 others.
Kimberly J. Brumbaugh's current company
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Kimberly J. Brumbaugh work experience
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Founder & Managing Partner
CurrentThe mission of Brumbaugh Wealth Management is to secure people’s financial futures by understanding their unique position and providing personalized solutions for their needs. Our purpose is simple: To help people live better lives.We aim to provide exceptional client service as we bring our experience and knowledge to solve complex financial issues.We’re dedicated to what matters.
Financial Advisor
Worked for sizable firm in Bala Cynwyd and Philadelphia as a Financial Advisor. Served individuals with retirement planning and corporations in implementing 401K and Defined Benefit Plans.
Owner Principal
Managment Consultant for automotive industry. Specialized in training management teams, focused on Service Departments to increase customer satisfaction. Sales training and customer service training for Service Advisors and Managers.
Assistant Service Director
Worked for well-respected Mercedes Benz dealer in Devon. Started as cashier while in school, promoted to Service Advisor then to Assistant Service Director. Extensive training in leadership; managed several teams of technicians and support personnel. Assisted in managing a team of thirty-five employees in the service department. Assisted Service Director in strategies to make the department more profitable.
Colleagues at Brumbaugh Wealth Management, LLC
Other employees you can reach at brumbaughwealth.com. View company contacts for 6 employees →
Andrew Storti
Colleague at Brumbaugh Wealth Management, LlcExton, Pennsylvania, United States
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CJ
Christopher J. Martin, Cfp®
Colleague at Brumbaugh Wealth Management, LlcGreater Philadelphia, United States
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JH
Jane Hesler
Colleague at Brumbaugh Wealth Management, LlcGreater Philadelphia, United States
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Kimberly J. Brumbaugh education
Advanced Estate Planning & Lutcf Designation
Business Administration, Night School
Education record
Frequently asked questions about Kimberly J. Brumbaugh
Quick answers generated from the profile data available on this page.
What company does Kimberly J. Brumbaugh work for?
Kimberly J. Brumbaugh works for Brumbaugh Wealth Management, LLC.
What is Kimberly J. Brumbaugh's role at Brumbaugh Wealth Management, LLC?
Kimberly J. Brumbaugh is listed as Founder and Managing Partner at Brumbaugh Wealth Management, LLC.
What is Kimberly J. Brumbaugh's email address?
AeroLeads has found 1 work email signal at @brumbaughwealth.com for Kimberly J. Brumbaugh at Brumbaugh Wealth Management, LLC.
What is Kimberly J. Brumbaugh's phone number?
AeroLeads has found 3 phone signal(s) with area code 610, 212 for Kimberly J. Brumbaugh at Brumbaugh Wealth Management, LLC.
Where is Kimberly J. Brumbaugh based?
Kimberly J. Brumbaugh is based in Exton, Pennsylvania, United States while working with Brumbaugh Wealth Management, LLC.
What companies has Kimberly J. Brumbaugh worked for?
Kimberly J. Brumbaugh has worked for Brumbaugh Wealth Management, Llc, Karr Barth Associates, Brumbaugh Consulting, and Carson Pettit, Inc..
Who are Kimberly J. Brumbaugh's colleagues at Brumbaugh Wealth Management, LLC?
Kimberly J. Brumbaugh's colleagues at Brumbaugh Wealth Management, LLC include Andrew Storti, Christopher J. Martin, Cfp®, and Jane Hesler.
How can I contact Kimberly J. Brumbaugh?
You can use AeroLeads to view verified contact signals for Kimberly J. Brumbaugh at Brumbaugh Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Kimberly J. Brumbaugh attend?
Kimberly J. Brumbaugh holds Advanced Estate Planning & Lutcf Designation from The American College Of Financial Services.
What skills is Kimberly J. Brumbaugh known for?
Kimberly J. Brumbaugh is listed with skills including Strategic Financial Planning, Estate Planning, Asset Management, Wealth, Small Business, Loans, Risk Management, and Esop.
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