Las Olas Capital Advisors Hires Vice President of Financial Planning
Kimberly holds an MBA from the University of Maryland, Smith School of Business, and is a CERTIFIED FINANCIAL PLANNER™. Her career began immediately after college, where she quickly showcased her aptitude in financial advising, particularly in multi-generational wealth planning. Kimberly's expertise particularly shines in assisting high-net-worth and ultra-high-net-worth individuals.
Her role at Las Olas Capital Advisors will involve leveraging her extensive knowledge and skills to continue providing exceptional service to clients, helping them navigate complex financial landscapes and secure their legacies. In this role, Kimberly will focus on implementing innovative strategies, utilizing her deep understanding of market trends and personal finance to deliver tailored solutions that meet the unique needs and aspirations of each client. Her approach combines cutting-edge financial techniques with a personal touch, ensuring that clients not only achieve their financial objectives but also understand each step of their financial journey.
Outside of her professional achievements, Kimberly has served on the Board of Directors for the Financial Planning Association of Maryland and is currently the NexGen Organization Director for the National Financial Planning Association. Kimberly's prominent engagement in the financial planning community enriches their offerings, integrating the latest industry insights and advancements into the comprehensive and personalized financial strategies they provide to their clients.
Jodi and
Kimberly's vibrant personality extends beyond her professional life; she is an avid sailor, a global traveler, and a culinary enthusiast. She loves her golden retrievers, Leo and Ari.
For more information about Las Olas Capital Advisors and the services offered, please visit www.lasolascap.com
Contact:
jodi.tanner@lasolascap.com
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SOURCE Las Olas Capital Advisors
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