Kimberly Small

Lead Planner

Kimberly Small, CFP

Kimberly is a Lead Planner and brings over 20 years of experience working with clients to help them reach their financial goals. In addition, she has coached and lead other financial advisors on how to run a successful practice and build meaningful relationships with their clients. Recently, Kimberly built her own firm from scratch and subsequently sold it before joining Facet Wealth. In her practice, she primarily worked with couples, single women, and small business owners in the construction and healthcare industries. A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Kimberly also has a Master’s in Taxation. Outside of work, Kimberly enjoys golfing, cooking, summers in Maine at her parents’ house, and spending time with her new fiancé Bryan. 

Education: Christopher Newport University (BA), Suffolk University (MS)

"Maybe the journey isn’t so much about becoming anything. Maybe it’s unbecoming everything that isn’t you so you can be who you were meant to be in the first place."

Follow Kimberly

Get to know Kimberly

My golfing buddies—the Ya Yas

My fiance and I in New Zealand

A new hobby—my first professional photo of a bridge in Boston

Grandma, Mom and I- three generations apart, exactly 20 years

What's the last book you read?

Powerful, by Patty McCord

Where's your favorite place in the world?

New Zealand

What are you passionate about?

Contributing to the success of others

Who inspires you?

My fiance