Kimberly J. Brumbaugh

Founder & Managing Partner at Brumbaugh Wealth Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • LUTCF, Security registrations 7, 63 and 65. Life, Accident and Health Insurance licenses
    The American College of Financial Services
    Aug, 1998
    - Oct, 2024

Experience

  • Brumbaugh Wealth Management, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founder & Managing Partner
      • Apr 2004 - Present

      The mission of Brumbaugh Wealth Management is to secure people’s financial futures by understanding their unique position and providing personalized solutions for their needs. Our purpose is simple: To help people live better lives. We aim to provide exceptional client service as we bring our experience and knowledge to solve complex financial issues. We’re dedicated to what matters. The mission of Brumbaugh Wealth Management is to secure people’s financial futures by understanding their unique position and providing personalized solutions for their needs. Our purpose is simple: To help people live better lives. We aim to provide exceptional client service as we bring our experience and knowledge to solve complex financial issues. We’re dedicated to what matters.

  • Karr Barth Associates
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Mar 1998 - Apr 2004

      Worked for sizable firm in Bala Cynwyd and Philadelphia as a Financial Advisor. Served individuals with retirement planning and corporations in implementing 401K and Defined Benefit Plans. Worked for sizable firm in Bala Cynwyd and Philadelphia as a Financial Advisor. Served individuals with retirement planning and corporations in implementing 401K and Defined Benefit Plans.

  • Brumbaugh Consulting
    • Owner Principal
      • Jul 1996 - Apr 1998

      Managment Consultant for automotive industry. Specialized in training management teams, focused on Service Departments to increase customer satisfaction. Sales training and customer service training for Service Advisors and Managers. Managment Consultant for automotive industry. Specialized in training management teams, focused on Service Departments to increase customer satisfaction. Sales training and customer service training for Service Advisors and Managers.

  • Carson Pettit, Inc.
    • Assistant Service Director
      • Oct 1983 - Jul 1996

      Worked for well-respected Mercedes Benz dealer in Devon. Started as cashier while in school, promoted to Service Advisor then to Assistant Service Director. Extensive training in leadership; managed several teams of technicians and support personnel. Assisted in managing a team of thirty-five employees in the service department. Assisted Service Director in strategies to make the department more profitable. Worked for well-respected Mercedes Benz dealer in Devon. Started as cashier while in school, promoted to Service Advisor then to Assistant Service Director. Extensive training in leadership; managed several teams of technicians and support personnel. Assisted in managing a team of thirty-five employees in the service department. Assisted Service Director in strategies to make the department more profitable.

Education

  • Widener University
    Business Administration, night school
    1987 - 1991
  • Penncrest High School
  • The American College of Financial Services
    Advanced Estate Planning & LUTCF designation
    2011 -

Community

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