Kimberly Solomon Email and Phone Number
We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand.® Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. We incorporate multiple generations into the planning process, where applicable, to foster guidance and education for all members of the family.Searcy Financial Services, Inc. is a fee-only Registered Investment Advisory firm offering the following highly personalized services: ► Planning for the Future: We are unwavering in our promise to deliver a long-term financial strategy that will guide your financial decisions and answer your financial questions. We want you to know Where You Stand® and have a plan to get where you want to be.► Investment Management: Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth. ► Employer-Sponsored Retirement Plans: We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive.► Business/Practice Consulting: We offer specialized services to help ease the administrative burdens of running a successful practice or small business.
Searcy Financial Services, Inc.
View- Website:
- searcyfinancial.com
- Employees:
- 13
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Financial Planning AssociateSearcy Financial Services, Inc. Aug 2023 - Present -
Vice President Of Digital MarketingUvu Money Management Resource Center Aug 2022 - Mar 2024Orem, Utah, United States -
Financial CoachUvu Money Management Resource Center Jan 2022 - Mar 2024Orem, Utah, United States -
Sales RepresentativeGreenix Apr 2021 - Sep 2022Philadelphia, Pennsylvania, United States -
Financial Planning InternAlliance Benefit Group Consultants Aug 2020 - Sep 2021Midvale, Utah, United States -
Catering AssistantUtah Valley University Jun 2018 - Mar 2020Orem Utah -
InternSummers Law Office Jun 2017 - Mar 2018Greater Salt Lake City Area
Kimberly Solomon Education Details
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Masters Of Financial Planning And Analytics
Frequently Asked Questions about Kimberly Solomon
What company does Kimberly Solomon work for?
Kimberly Solomon works for Searcy Financial Services, Inc.
What is Kimberly Solomon's role at the current company?
Kimberly Solomon's current role is Financial Planning Associate | Masters of Financial Planning and Analytics.
What schools did Kimberly Solomon attend?
Kimberly Solomon attended Utah Valley University, Utah Valley University.
Who are Kimberly Solomon's colleagues?
Kimberly Solomon's colleagues are Dee Dee Smith, Jessica Kmetty, Chan Dachpo, Dena Fischer, Andrew White, Ryan Brooke, Cfp®, Chfc®, Marc Shaffer, Cfp®, Aif®, Ea.
Not the Kimberly Solomon you were looking for?
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Kimberly Solomon
Cross-Functional Leadership And Collaboration | Data-Driven Decision-Making | Learning Design And Research AcumenCanton, Mi1quickenloans.com -
Kimberly Solomon
Austin, Tx2gmail.com, gordonrees.com -
3yahoo.com, molinahealthcare.com, molinahealthcare.com
2 (630) 0XXXXXXX
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Kimberly Solomon
Expertise In Program Efficiency & Communication EnhancementLos Angeles Metropolitan Area
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