Senior Lead Planner
Kimberly is a Senior Lead Planner at Facet Wealth and has more than 20 years of experience in the financial services industry. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Financial planning is something she is truly passionate about and she strongly believes that sound planning is the foundation for success.
She currently resides in Bridgewater, Massachusetts. Outside of the office, She enjoys golfing and gardening. She is a professionally trained opera singer and was a competitive speed skater, having competed in South Korea from ages 6 to 14.
She is a Jumpstart-AmeriCorps Alum, advocating the importance of early education not only in academics but also in social-moral-emotional programming.
Education: New England Conservatory of Music (MA) (BA) Voice, University of Massachusetts (BA) Psychology
“Twenty years from now you will be more disappointed by the things you didn’t do than by the ones you did do. So throw off the bowlines! Sail away from safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover!” - Mark Twain
Get to know Kimberly
With Dougie @ Red Rocks, CO
Beautiful Chung-Pung, South Korea
US Women’s Open, Charleston, SC
Where's your favorite place in the world?
Believe or not, San Diego, CA
Who inspires you?
Bryson DeChambeau, at the moment
What's the best meal you've ever had?
Kaiseki (Japanese traditional course meal) in Sapporo, Japan
If you could visit anywhere in the world you've never been, where would you go?