Kimberly Kurek

Tax Advisor, LPL Registered Principal, FPQP

Kimberly has been in the Financial Services industry since 2008. She joined our team in 2014 and began her career here as an Administrative Associate. She now holds her Series 7, 24, 66 licenses through LPL Financial, and life, accident, health and variable contracts licenses with the California Department of Insurance.

She is registered with LPL Financial as a Registered Principal, which supervises members with overall compliance and financial responsibilities in the securities business. Kimberly has also earned her Financial Paraplanner Qualified Professional designation and has been an advisor that builds long-term relationships and provides goal-driven financial plans. 

Away from the business, Kimberly enjoys spending time with friends and family, traveling, fitness, and sports.

Phone 619.698.9760 Ext. 888
Fax 619.371.4884