Kimberly Burdette-Hord
God loving | Mom | Business owner | Advisor
- Role
- Chief Operating Officer at Opinicus
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Kimberly Burdette-Hord
Integrated vertical of finance, tax & consulting for Entrepreneurs and High Net Worth clients.Opinicus is a boutique investment management firm and goal-driven, client success advocate founded by entrepreneurs for affluent professionals & entrepreneurs. We are a team of knowledgeable financial planners and investment managers who understand what makes a business tick. We understand the challenges that accompany wealth attained through a successful business operation: the investment decisions, time constraints, bottlenecks, family communication, legal hurdles, tax ramifications and countless other financial matters.Our mission is to uncover the potential and help facilitate the long-term financial success of our clients through tactical investment management, education, articulate communication and a high value, goal-oriented financial planning service model.The firm was founded because WE BELIEVE busy entrepreneurs, professionals and affluent families manage their finances at a 75% efficiency level. It’s our job to get “all hands on deck” and take the management of their assets to the next level.See what else WE BELIEVE at services offered through Opinicus Capital, a registered investment advisor. Third party posts found on this profile do not reflect the views of Opinicus and have not been reviewed as to accuracy or completeness.
Experience
Chief Operating Officer
Apr 2021 — Present · Tampa, FL, US
Education
Herbert Hoover High School
High School
1994 — 1998
Marshall University
Bachelor of Business Administration - BBA, Finance, General
Northwestern University
Certified Financial Planning Certificate, CFP Certificate
2015 — 2016
Marshall University
BBA, Finance, Management, Economics
1998 — 2005
Skills
- Microsoft Office
- Microsoft Excel
- Wealth Management
- Leadership
- Management
- Financial Planning
- Strategic Planning
- Finance
- Customer Service
- Investments
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