Kimberly Taylor
Making Life Better | Financial Professional and Personal CFO to the Stealthy Wealthy
- Role
- Financial Advisor, Personal CFO at The Wealth Consulting Group
- Location
- Albuquerque, NM, US
- LinkedIn followers
- 500 followers
About Kimberly Taylor
Making Your Financial Life Better through Financial Planning, Investment Management, Risk…
Experience
Financial Advisor, Personal CFO
Jan 2021 — Present · Albuquerque, NM, US
The Wealth Consulting Group’s vision is to become the leading provider of COMPREHENSIVE wealth management in the United States.Our mission is to serve as our clients\' personal CFO and most trusted advisor.FA Magazine: Award based on a survey of independent RIA firms with assets under management exceeding $500 million as of December 31, 2022.USA Today: Award based on recommendations from financial advisors, clients, industry colleagues in a questionnaire as well as assets under management exceeding $500 million.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section.Investment advice offered through WCG Wealth Advisors, LLC a Registered Investment Advisor. The Wealth Consulting Group and WCG Wealth Advisors, LLC are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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