Kim Archer

Managing Director @Checchi Capital

Beverly Hills, CA, US
EMAILS
k••••••@checchicapital.com
MOBILE NUMBERS
+13•••••••61

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WORK HISTORY

Feb 2024 — Present

Managing Director @Checchi Capital

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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

N/A

University of Arkansas

Bachelor's degree

SKILLS

Financial AdvisoryStrategic PlanningAlternative InvestmentsWealth Management ServicesFinancial PlanningAsset ManagementPortfolio ManagementWealth ManagementStrategic Financial PlanningManagementHigh Net Worth Individuals

ABOUT KIM ARCHER

With over 25 years of experience in wealth management, I specialize in navigating…

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