Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Kimberly Kar

Kimberly has been with the company since May 2010 and is usually the customer’s first contact at our office. She has a strong background in customer service. She is responsible for scheduling and preparing clients files for appointments, customer relations, event coordination, assisting in client mailings and providing administrative support for all advisors.  She holds a Bachelor of Science in Accounting.

*Not registered with Osaic Wealth