Kimberley Baker

CFP®
Personal Finance, Retirement, Lifestage Based Planning
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“Kimberley Baker, Certified Financial Planner and Founder of Advance Financial Group, strives to provide unbiased advice by focusing her loyalty on the client.”
Firm:

Advance Financial Group

Job Title:

Certified Financial Planner / Founder

Biography:

Kimberley Baker, founder of Advance Financial Group, is a Certified Financial Planner since 1991 and an independent financial advisor. As a personal wealth advisor serving successful individuals and businesses, Kimberley values long term relationships built on mutual trust, respect, integrity and excellence. Her primary objective is to help her clients clarify their unique goals and dreams and set priorities so that they may enjoy a comfortable lifestyle today and a secure a dependable income at retirement. She is passionate about getting to know her clients and what matters most to them.

Kimberley has a long history of experience in the financial planning industry which began with a planning firm in the Washington DC area over 25 years ago. It was this initial career experience that solidified the importance of remaining an independent advisor and offering fee based financial planning services and unbiased advice. She believes that working with an independent Certified Financial Planner can help provide a holistic approach as well as objective advice and guidance through life’s ongoing changes.

Kimberley earned her Bachelor’s degree from Wofford College in SC and CFP designation from the CFP Board. As a member of the Financial Planning Association and upholds FPA standards of care. She also holds security licenses (63, 65, 6 &7) as well as insurance licenses for Life, Health, Medicare Supplement, Disability and Long Term Care. Kimberley received the Women’s Choice Award for Financial Advisors, the premier recognition award for advisors who provide quality services to clients who are women.

Kimberley and her husband continue to follow and support their two daughters, Rachel and Kathleen, through year round, collegiate and USA Swimming.

Education:

BS, Wofford College

Assets Under Management:

$50 million

Fee Structure:

Fee-Based
Commission

CRD Number:

1211966

Insurance License:

#Life, Health, LTC

Disclaimer:

Securities offered through Securities America Inc,  member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc Advance Financial Group and Securities America are unaffiliated.

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