Kimberly Evans, Cfp®

Kimberly Evans, Cfp® Email and Phone Number

Founder and CEO, Align Wealth Advisors | Senior Financial Advisor, RJFS @ Align Wealth Advisors
Kimberly Evans, Cfp®'s Location
Atlanta Metropolitan Area, United States
Kimberly Evans, Cfp®'s Contact Details

Kimberly Evans, Cfp® work email

Kimberly Evans, Cfp® personal email

n/a

Kimberly Evans, Cfp® phone numbers

About Kimberly Evans, Cfp®

Kimberly helps her clients pursue the goals they are most passionate about, and align their wealth with their purpose. “Time and money are our two most valuable resources. How you spend them is how you spend your life. Managing your wealth, aligned with your purpose, is key to living your best life,” said Kimberly. As a CERTIFIED FINANCIAL PLANNER™ professional, Kimberly has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. She serves as an advocate and mentor for the CFP Board’s Women’s Initiative.As founder and CEO of Align Wealth Advisors, Kimberly leads the team to bring clarity and confidence to their clients’ financial lives, make the complex simple, and help them make sound financial decisions for their future. Kimberly has more than 25 years of experience in the financial services industry. She was named to Working Mother magazine’s list of Top Wealth Advisor Mothers in 2017-2019*, Forbes Best in State, Georgia in 2018-2020**, and Forbes Top Women Wealth Advisors in 2018-2020***. Before establishing Align Wealth Advisors in 2020, Kimberly worked at Wells Fargo Advisors, joining its predecessor firm Wachovia Investments in 1997. She earned a bachelor’s degree in psychology and Spanish from the University of North Texas. She also completed “Semester in Spain,” a Spanish language immersion study abroad program of Trinity Christian College. She attended Oglethorpe University’s postgraduate CERTIFIED FINANCIAL PLANNER™ program for the education requirement for her CFP® designation. Throughout her career, Kimberly has been dedicated to supporting and volunteering with many local and charitable organizations that are important to her, including Holy Innocents’ Episcopal School, The Galloway School, The Schenck School, the Northside Youth Organization, the Sandy Springs Community Action Center and the International Dyslexia Association.

Kimberly Evans, Cfp®'s Current Company Details
Align Wealth Advisors

Align Wealth Advisors

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Founder and CEO, Align Wealth Advisors | Senior Financial Advisor, RJFS
Kimberly Evans, Cfp® Work Experience Details
  • Align Wealth Advisors
    Founder And Ceo
    Align Wealth Advisors Aug 2020 - Present
    Atlanta, Ga
    Senior Financial Advisor, RJFSSecurities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Align Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
  • Wells Fargo Advisors
    Senior Financial Advisor, Svp-Investments
    Wells Fargo Advisors Sep 1997 - 2020
    My mission is to simplify the investment process and develop quality long term relationships with my clients by creating, implementing, and monitoring their personalized investment strategies.
  • Grove, Underhill And Company, Llc
    Accounting Representative
    Grove, Underhill And Company, Llc Apr 1995 - Sep 1997
    -Accounts payable/receivable, payroll-Implemented Peachtree Accounting software to streamline accounting department-Apprentice to managing partner assisting with refinancing previously issued municipal bond deals financing assisted living facilities and historic housing.-Supported President and CEO and 4 registered representatives.

Kimberly Evans, Cfp® Skills

Finance Mutual Funds Financial Advisory Investments Retirement Securities Iras Asset Allocation Insurance Investment Strategies Retirement Planning

Kimberly Evans, Cfp® Education Details

Frequently Asked Questions about Kimberly Evans, Cfp®

What company does Kimberly Evans, Cfp® work for?

Kimberly Evans, Cfp® works for Align Wealth Advisors

What is Kimberly Evans, Cfp®'s role at the current company?

Kimberly Evans, Cfp®'s current role is Founder and CEO, Align Wealth Advisors | Senior Financial Advisor, RJFS.

What is Kimberly Evans, Cfp®'s email address?

Kimberly Evans, Cfp®'s email address is ki****@****ors.com

What is Kimberly Evans, Cfp®'s direct phone number?

Kimberly Evans, Cfp®'s direct phone number is +131487*****

What schools did Kimberly Evans, Cfp® attend?

Kimberly Evans, Cfp® attended University Of North Texas.

What are some of Kimberly Evans, Cfp®'s interests?

Kimberly Evans, Cfp® has interest in Finances As Well As Empowering Women, Children, Non Gmo, My Two Sons, Spending Less Than You Make, Gavin And Garrett, Body, Mostly Organic.

What skills is Kimberly Evans, Cfp® known for?

Kimberly Evans, Cfp® has skills like Finance, Mutual Funds, Financial Advisory, Investments, Retirement, Securities, Iras, Asset Allocation, Insurance, Investment Strategies, Retirement Planning.

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