Topline | Kimberley Feldman Smith

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Kimberley Feldman Smith

Retired - for now at NONE

Intro Book

Seasoned financial planner with expertise in retirement planning and financial services.

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Location

Arlington, Texas, United States, US

Skills

Marketing
Planning
Crpc
Services
Advertising
Financial Services
Retirement Planning
San
Financial Planning
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Kimberley has a Master of Science in Personal Financial Planning from College for Financial Planning, which is a prestigious degree. She is also a Certified Financial Planner (CFP), which is a highly respected certification. She has over 5 years of experience as a Wealth Advisor at USAA and has worked in the financial services industry for over 20 years. Location is Arlington, Texas, which is a relatively affordable location. Considering her education, certification, and experience, I would estimate her hourly rate to be around $125, which is slightly below the national average for financial planners in the US. However, this is a conservative estimate, and her actual rate could be higher depending on her specific skills and the level of demand for her services in her area.

Bio

Generated by

Topline AI

Kimberley Feldman-smith is a seasoned financial professional with extensive experience in marketing, planning, and financial services. She has held various roles, including Wealth Advisor at USAA and Financial Advisor at Farber & Associates, an Ameriprise Financial Franchise. Kimberley holds a Master of Science in Personal Financial Planning from College for Financial Planning and is a Certified Financial Planner (CFP).

Credentials

Certified Financial Planner (CFP)

CFP Board
Master Planner Advanced Studies

College for Financial Planning

Experience

NONE
- Retired - for now
  - Aug 2018 - Present
USAA
- Wealth Advisor
  - Aug 2011 - Aug 2018
Farber & Associates, an Ameriprise Financia...
- Financial Advisor
  - Jan 2008 - Jun 2011
Northeast Tarrant Chamber
- Diplomat and Member
  - 2008 - May 2011
Regency Wealth Management
- Executive Vice President of Marketing
  - Jun 2007 - Dec 2007
Capri and Ya'll Inc.
- Owner
  - 1986 - 2006

Education

2015 - 2018

Liberty University

2015 - 2018
College for Financial Planning
California State University, Fullerton
College for Financial Planning

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Kimberley Feldman Smith

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate