Corey Kimble

Background

About Corey Kimble

As a Senior Financial Advisor and Portfolio Manager, my goal is to help clients navigate a complex world of financial decisions with lifelong implications by making the confusing seem simple. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis their own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. We assess each client situation and goals and develop a custom strategy to help achieve their defined goals. Experienced in helping clients transition to retirement and generating an income stream that lasts a lifetime while minimizing risk and preserving capital. Liquidity events (sale of a business), Employer Sponsored Retirement Plans, and Family Legacy Planning are primary areas of focus for my team.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.