Kimberly V. Place, CHFC®, CRPC®
Vice President, Financial Advisor
Registered Representative, Osaic Institutions, Inc.
Education
- Bachelor of Science, Business Management, Champlain College
- College for Financial Planning
Credentials
- Chartered Retirement Planning CounselorSM (CRPC®)
- Chartered Financial Consultant (CHFC®)
Community Involvement
- Junior Service League
- Junior Achievement
- The United Leukodystrophy Foundation
- Hunters Hope Organization
Philosophy
“Far and away, the most important step in helping my clients is listening to them.”
Personal
“I’m actively involved in the community. It’s very rewarding
to know that I’m helping others.”
Special Expertise
- Retirement Planning
- Investment Management
- Insurance
- College Planning
- Financial Planning
