Kim Archer
Managing Director
- Role
- Managing Director at Checchi Capital
- Location
- Beverly Hills, CA, US
- LinkedIn followers
- 500 followers
About Kim Archer
With over 25 years of experience in wealth management, I specialize in navigating…
Experience
Managing Director
Feb 2024 — Present · Los Angeles, CA, US
As Managing Director with over 25 years of experience, Kim is a recognized specialist in navigating affluent families through the complex financial landscape of major life transitions, especially divorce. She provides empathetic and strategic guidance, recognizing the nuanced emotional and financial considerations involved. Through a rigorous balance sheet approach and comprehensive modeling, Kim delivers highly customized cash flow projections and planning strategies to help clients effectively manage these significant life events. Kim and her team are committed to developing personalized solutions that encompass every facet of financial planning, from tax implications and investment strategies to lending needs that support and protect clients’ lifestyles.https://checchicapital.com
Education
University of Arkansas
Bachelor's degree
Skills
- Financial Advisory
- Strategic Planning
- Alternative Investments
- Wealth Management Services
- Financial Planning
- Asset Management
- Portfolio Management
- Wealth Management
- Strategic Financial Planning
- Management
- High Net Worth Individuals
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