Matthew Kimberly
Certified Financial Plannertm @PlanMember Financial Corporation
Akron, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2020 — Present
Certified Financial Plannertm @PlanMember Financial Corporation
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Copley, OH, US
As an independent practicing CFP®, I provide everything from financial advice, to comprehensive financial planning. I work through a collaborative process that helps maximize a client’s potential for meeting life goals through Financial Advice that integrates relevant elements of the Client’s personal and financial circumstances.
EDUCATION
2016 — 2020
University of Cincinnati
Bachelor of Business Administration - BBA, Finance CFP Subtrack
SKILLS
TeamworkAutomotive RepairPublic SpeakingMicrosoft OfficeLeadershipHands-on TrainingStrategic PlanningMicrosoft ExcelTeam BuildingCustomer Service
ABOUT MATTHEW KIMBERLY
Certified Financial Planner™
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