Kerri A. Goldsmith, CFP<sup>&reg;</sup> - Financial Advisor

Kerri A. Goldsmith, CFP®

CRPS®, AIF®

Financial Advisor

HBKS Wealth Advisors

8010 Summerlin Lakes Dr., Ste 200
Fort Myers, FL 33907
FINANCIAL ADVISOR'S WEBSITE
(866) 479-5522
+1 More Number
(239) 433-7533
CONNECT WITH Kerri
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General

Kerri Goldsmith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at HBKS Wealth Advisors in Fort Myers, FL and the surrounding communities.

Financial Advisor Overview

Ms. Goldsmith seeks to create long-term, cooperative relationships with clients, using financial planning principles to help them identify and reach their goals, while keeping up with life changes that occur along the way. Each individual, family, and company's situation is very unique. There are no one-size-fits-all or cookie-cutter solutions.  Learn more at a complimentary consultation.
 
In addition to her profession as an investment advisor and financial planner, Ms. Goldsmith stays involved in the community through industry associations, chambers of commerce, and several non-profit organizations including Rotary Club and the Uncommon Friends Foundation.

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Financial Advisor Experience

Ms. Goldsmith has been in the financial services industry since 2009, helping personal and corporate clients in the Southwest Florida area and beyond.  She also provides financial education workshops and seminars for community organizations and corporations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Plans Specialist (CRPS®)

Insurance Licenses

  • Life insurance: FL
  • Health/disability insurance: FL
  • Fixed annuities: FL
  • Variable annuities: FL

Broker-Dealer Affiliation

Purshe Kaplan Sterling Investments

Broker-Dealer Disclaimer

Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. HBK Sorce Insurance LLC and HBKS Wealth Advisors are not affiliated with Purshe Kaplan Sterling Investments. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Princ
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Corporate Finance, Estate Planning, Employee Benefits, Insurance, Retirement, Succession Planning, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources