Kimberlee A. Barrett-Johnson,  CFP<sup>&reg;</sup> - Financial Advisor

Kimberlee A. Barrett-Johnson, CFP®

Private Wealth Advisor, President

ArkWise Wealth-Ameriprise Financial

908 E Jefferson St, Suite 201
Charlottesville, VA 22902
FINANCIAL ADVISOR'S WEBSITE
(434) 296-6611 CONNECT WITH Kimberlee
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General

Kimberlee Barrett-Johnson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at ArkWise Wealth-Ameriprise Financial in Charlottesville, VA and the surrounding communities.

Financial Advisor Overview

Awards & Recognition: Working Mother Top Wealth Advisor Moms 2018; Forbes Best-in-State Wealth Advisors 2018 & 2019; Ameriprise Circle of Success 2001-2018. Qualifications: CFP® CERTIFIED FINANCIAL PLANNER™ practitioner CDFA®; Certified Divorce Financial Analyst® Education: College for Financial Planning, 1993-1996; CFP designation 1997; University of Virginia Masters Degree 1993 in Theology, Ethics and Culture; Rice University MAT 1990; BA 1988 National Merit Scholar.

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Financial Advisor Experience

27 Years of Experience - Areas of Focus: Wealth Preservation Strategies, Retirement Planning Strategies, Women's Financial Strategies, Charitable Giving, Estate Planning Strategies

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Planner

Insurance Licenses

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

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources