Kimberly Myers

CRC®

15 Years of Experience in the financial services industry

 

Registered in AZ, TX, CA

 

I work with my clients to craft an investment plan specific to their needs to help them achieve what is most important to them. Together we will follow an organized and transparent process to create a simple, easy to understand financial plan and evaluate that plan to pivot and make changes as needed.

 

Professional Qualifications

Certified Retirement Counselor® professional since 2018

Series 7 registration

Series 66 registration

AZ Life, Health and Variable Annuities Agent license

AZ Property/Casualty Agent License

 

Specialty Services

Financial Planning

Retirement and Income Planning

Estate Planning

Insurance Planning

 

I'm originally from West Texas and currently reside in Arizona, I come from a large family, and am of Hispanic descent. I’m a proud mother of four and am happily married. I enjoy cooking with and for my family and enjoy many creative hobbies including working with resin art. I also volunteer my time to various nonprofit organization, specifically those who help people overcome situations involving domestic violence.

 

Branch address:  4425 E Agave Rd, #122, Phoenix, AZ  85044

Phone 928-499-8599
Website kimberlymyers