Kimberly Surber, Cfp® Cdfa®

Kimberly Surber, Cfp® Cdfa® Email and Phone Number

Financial Planner specializing in Divorce, Mom, Daughter, Animal Lover @ Leeward Wealth Management
Kimberly Surber, Cfp® Cdfa®'s Location
Windsor, Colorado, United States, United States
Kimberly Surber, Cfp® Cdfa®'s Contact Details

Kimberly Surber, Cfp® Cdfa® work email

Kimberly Surber, Cfp® Cdfa® personal email

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Kimberly Surber, Cfp® Cdfa® phone numbers

About Kimberly Surber, Cfp® Cdfa®

Southern California Certified Divorce Financial Analyst | Financial Planning Expert | Divorce Financial Specialist | Divorce Financial HelpI focus on inspiring, educating and empowering women going through divorce or contemplating divorce to lead strong financial lives. I specialize in working with:√ WOMEN CONSIDERING OR GOING THROUGH DIVORCE: Divorce is chaotic, stressful and overwhelming, and most of the time your life feels out of control. But surviving a divorce is not enough; you must also strive to create a peaceful environment with financial stability for yourself and your family. It is during this time you are asked to make incredibly important financial decisions that you may not be emotionally able to comprehend. As your Certified Divorce Financial Analyst and divorce planning expert, I can help you move from just surviving to truly thriving!√DIVORCE ATTORNEYS, DIVORCE MEDIATORS, AND FAMILY PLANNING ATTORNEYS: During the difficult divorce settlement process, what is often missing is financial expertise. This is what I can provide for you and your clients. I am a Certified Divorce Financial Analyst who can assist you during the process by protecting and upholding your client’s financial interests.My goal is to help you secure the best settlement possible for your clients by coupling my financial planning expertise with our combined understanding of divorce and taxation laws. I will educate your clients on financial ramifications of different divorce settlement options, including tax liabilities and benefits. With a clearer view of their future, your clients can negotiate for a divorce settlement that will fully address their immediate financial needs and avoid long-term financial difficulties√WOMEN DESIRING A SECURE FINANCIAL FUTURE: Financial planning is not all about the numbers. It's about what those number can do for you! Visit us at www.kimberlysurber.com

Kimberly Surber, Cfp® Cdfa®'s Current Company Details
Leeward Wealth Management

Leeward Wealth Management

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Financial Planner specializing in Divorce, Mom, Daughter, Animal Lover
Kimberly Surber, Cfp® Cdfa® Work Experience Details
  • Leeward Wealth Management
    Owner, Cfp
    Leeward Wealth Management Aug 2019 - Present
    Temecula, Ca
  • Leeward Divorce Financial Planning
    Certified Divorce Financial Analyst, Certified Financial Planner
    Leeward Divorce Financial Planning Dec 2014 - Present
    Temecula, Ca
    Don't Just Survive A Divorce; Let Your Future Thrive.I help you make informed financial decisions during your divorce. It is during this time you are asked to make incredibly important financial decisions that you may not be emotionally able to comprehend. Your attorney or mediator knows the laws; I know finances, specifically divorce finances. As your Certified Divorce Financial Analyst® , I can help you move from just surviving to truly thriving! What Kimberly Surber Divorce Planning can offer you​*​Assistance in completing your financial statements – listing income, expenses and all assets/property, which will be required by the courts.*Identify what insurance or work-related benefits you currently have, what you may be losing and how to get them on your own.*Provide an understanding of how child support and spousal support works.*Understanding your largest asset, the home, and what the mortgage and equity could mean to you in the divorce.*Provide guidance on retirement accounts.*Assisting in understanding the financial ramifications in your settlements.*Propose alternative settlement options.*Act as an expert witness with regards to financial issues in a divorce case if it goes to trial.Settlements negotiated as part of divorce proceedings can impact you and your family for years... even decades. ​As your financial advocate during these difficult times, I can be the support you need to make tough decisions in the settlement process, in handling your debt, in asset division and in making sure you have what you need to stand strong for your family. With specialized software, I can show you what impact your financial decisions could have. Each graphic report generated will show how your settlement options may affect you financially, both currently and in the future. Assistance will be provided in presenting alternative financial scenarios that will empower you and your attorney to achieve the best settlements possible.
  • Encore Financial Consulting
    Certified Financial Planner, Retirement Specialist, Investment Management
    Encore Financial Consulting Oct 2001 - Sep 2017
    Inland Empire, Southern California
    I focus on inspiring, educating and empowering my clients to lead strong financial lives. No one has the same goals and dreams, so our journeys are all different. When we allow ourselves to let go of our limiting ideas and just dream, our visions can guide us to extraordinary lives! My goal is to help my clients create their visions, and guide them on their journey to their ultimate joy. Your joy comes from doing what you are passionate about and love to do. Once you discover your inspiration, the financial planning becomes easy!Encore Financial Consulting is a full service, independent financial planning firm. I serve motivated individuals and their families who are looking for a strong relationship with their financial planner, based on a long-term commitment of trust, honesty and accountability that inspires them to reach for their life goals. No matter what life brings your way, you can count on me to be consistent and reliable and a source of strength as you go through the various stages of life.Success to me does not mean being a good advisor to my clients, it means being the best! I strive to continually learn and remain up-to-date in my knowledge of financial planning so that I can bring that expertise to you. In 2001 I earned my Certified Financial Planner designation. I maintain that designation with 30 hours of continuing education every 2 years. I also have a series 7, 63 and 65 securities licenses and a Life and Health Insurance License, all of which also have additional continuing education. Securities and advisory services are offered through The Strategic Financial Alliance, Inc. (SFA) Member FINRA/SIPC. Kimberly Surber, CFP is a registered representative and investment advisory representative of SFA which is unaffiliated with Encore Financial Consulting. Supervisory Branch Office: 202 Abbey Court, Alpharetta, GA 30004. 770-845-2076.
  • The Strategic Financial Alliance
    Registered Representative / Investment Advisor Representative
    The Strategic Financial Alliance Oct 2001 - Sep 2017
    Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.
  • Waddell & Reed
    Registered Representative
    Waddell & Reed Sep 2000 - Sep 2001
  • Invest Financial
    Sales Assistant
    Invest Financial 1998 - 2000

Kimberly Surber, Cfp® Cdfa® Skills

Retirement Planning Retirement Financial Planners Strategic Financial Planning Investments Asset Management Iras Insurance Fixed Annuities Investment Advisory Small Business Securities Financial Advisory Finance Long Term Care Insurance Variable Annuities Series 6 Estate Planning Financial Services Wealth Management Services 401k Rollovers 401k Portfolio Management Series 63 Wealth Series 7 Finra Universal Life Certified Financial Planner Investment Strategies Investment Management Wealth Management Disability Insurance Life Insurance Mutual Funds Long Term Care Term Life Insurance Whole Life Asset Allocation 529 Plans Roth Ira Personal Finance Social Security Income Planning Certified Divorce Financial Analyst Divorce Financial Planning Women's Divorce Help

Kimberly Surber, Cfp® Cdfa® Education Details

Frequently Asked Questions about Kimberly Surber, Cfp® Cdfa®

What company does Kimberly Surber, Cfp® Cdfa® work for?

Kimberly Surber, Cfp® Cdfa® works for Leeward Wealth Management

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

Kimberly Surber, Cfp® Cdfa®'s current role is Financial Planner specializing in Divorce, Mom, Daughter, Animal Lover.

What is Kimberly Surber, Cfp® Cdfa®'s email address?

Kimberly Surber, Cfp® Cdfa®'s email address is th****@****zon.net

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

Kimberly Surber, Cfp® Cdfa®'s direct phone number is +190734*****

What schools did Kimberly Surber, Cfp® Cdfa® attend?

Kimberly Surber, Cfp® Cdfa® attended Ucla, Oglethorpe University, California State University, Long Beach.

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

Kimberly Surber, Cfp® Cdfa® has interest in Exercise, Sweepstakes, Home Improvement, Reading, Gourmet Cooking, Sports, Home Decoration, Children, Cooking, Electronics.

What skills is Kimberly Surber, Cfp® Cdfa® known for?

Kimberly Surber, Cfp® Cdfa® has skills like Retirement Planning, Retirement, Financial Planners, Strategic Financial Planning, Investments, Asset Management, Iras, Insurance, Fixed Annuities, Investment Advisory, Small Business, Securities.

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