Kimberly Turner, Ph.D, Cfp®, Chfc®, Clu®, Cap®, Wmcp®, Email & Phone Number

Melbourne, Fl, Us

Melbourne, Florida, United States

I am a CERTIFIED FINANCIAL PLANNER and a Seniors Real Estate Specialist, who is uniquely positioned to help seniors and their families to overcome real estate and retirement income challengesI am passionate about transforming the lives of seniors. I desire to empower seniors to live an enjoyable life with their families, that incorporates financial freedom and financial security!My combination of skills and certifications allows me to offer a unique and valuable service to clients. By being both a Realtor and a Certified Financial Planner, I help seniors navigate the financial aspects of buying or selling a home. Additionally, as a Seniors Real Estate Specialist, I have a specific understanding of the needs and concerns of seniors, which can be beneficial when it comes to helping them through the real estate transaction process.I help seniors prepare for the financial, emotional, and transitional challenges that arise out of a real estate transaction. This is not only buying or selling a home but also if they choose to age in place and remodel their home. I can help with purchasing rental properties to generate a potential revenue source during retirement. Other services I offer include retirement income planning, insurance planning, asset protection planning, and legacy planning.I bring a kind, caring, friendly style as well as a great fund of knowledge when serving the retirement and real estate transitional needs of seniors and their families!I love helping seniors achieve their real estate and retirement dreams!Services offered:• Seniors real estate transition planning• Real estate Investment Planning• Purchasing real estate using Cryptocurrency, Blockchain DeFi & NFTs • Buying residential real estate• Selling residential real estate• Retirement income planningAsset protection planningLegacy planning“Turn to Turner, Your Florida Seniors Real Estate Specialist”

King Of Prussia, Pennsylvania, United States

The American College of Financial Services is a nonprofit, accredited, degree-granting institution.The American College of Financial Services places a premium on quality education. The College works tirelessly to ensure that society has informed, ethical financial service and insurance professionals it can trust. Our degrees and designations are universally recognized as representing the highest standard in expertise and education. More than 200,000 professionals have learned and honed their craft here.

Tampa, Florida, United States

I am a Certified Financial Planner with a Ph.D. in Financial Planning and Retirement Planning. My practice focuses on advising physicians, small business owners, and women in transition how to build and protect retirement wealth. I help clients to develop a personalized retirement plan which generates sustainable retirement income cash flows.

Thousand Oaks, Ca

Florida, United States

OverviewThe American Financial Education Alliance (AFEA) is one of the fastest growing non-profit financial wellness programs in the country! Our unique No Selling approach, coupled with strategic alliances will change the way you think about financial education! AFEA is recognized by the IRS as a 501(c)(3) non-profit charitable organization that provides educational workshops in local communities nationwide. Our Instructors are licensed and trained financial professionals with a minimum of five (5) years of real world experience in their field. They have been required to pass a series of training sessions on how to properly educate in a not for profit setting. AFEA courses and do not promote, endorse, or allow selling of any kind. AFEA educational workshops and courses are for general education only and are not intended to be construed as Investment, Tax, Legal, or Financial Advice. The Benefits of Working with AFEA:Our organization is comprised of a very diverse and growing membership of licensed professionals. Our members work as attorneys, financial advisors, realtors, mortgage specialists, insurance and investment specialists, CPA's, health & wellness specialists, and a variety of other professions. Our members all share the same goal, to provide the highest level of financial education available in order to help their local communities gain a better understanding of their finances.

United States

I Developed and implemented financial planning, retirement planning, investment planning, business succession planning, and risk management planning strategies for high net worth individuals. In addition, I actively coached and trained other advisers on various financial concepts and financial solutions.

Clearwater Florida

Sebastian, Fl., West Melbourne, Fl. And Palm Bay West, Fl.

Branch Financial Advisor

150 Interlachen Rd. Melbourne, Fl. 32940

Provided wealth management services; retirement planning workshops, risk management & asset protection planning, financial planning, retirement planning, divorce financial planning and investment planning . Sold stocks, bonds, annuities, mutual funds, unit investment trust, real estate investment trust and alternative investments.

Provided wealth management services; risk management & asset protection planning, financial planning, retirement planning, divorce financial planning and investment planning . Sold stocks, bonds, annuities, mutual funds, unit investment trust, real estate investment trust and alternative investments,

Master'S Degree, Financial Services

Doctor Of Philosophy - Phd, Financial Planning And Retirement Planning

Bachelor'S Degree, Physician Assistant