Kimberly Kurek

Tax Advisor, LPL Registered Principal

Kimberly has been in the Financial Services industry for over eleven years. She joined our team in 2014 and began her career here as an Administrative Associate. She now holds her insurance license, along with Series 7, 24, and 66 licenses, and registered with LPL as a Registered Principal. Kimberly has earned her Registered Paraplanner designation and has been a financial advisor to building long-term relationships and providing goal-driven financial planning. 

Away from the business, Kimberly enjoys spending time with friends and family, volunteering at her son’s sport tournaments and traveling.




Phone 619.698.9760 Ext. 888
Fax 619.371.4884