Kimberly Abmeyer

CFA, CFP®, RSSA®
Financial Advisor

Kimberly provides highly personal wealth and portfolio management expertise to her executive, retiree and healthcare professional clients. Utilizing various investment strategies, she customizes portfolios and provides financial planning specific to high net worth individual needs.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.