Kimberley K. Baker, CFP<sup>&reg;</sup> - Financial Advisor

Kimberley K. Baker, CFP®

3447 Robinhood Rd
Winston Salem, NC 27106
(336) 659-9638

General

Kimberley Baker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Winston Salem, NC and the surrounding communities.

Financial Advisor Overview

Advance Financial Group was established in 1987, serving individuals as well as small businesses and corporations. We offer wealth management and comprehensive financial planning on a fee basis in both the Winston Salem and Lake Norman areas of North Carolina. Because we are independent, we are about to provide unbiased advice and focus our loyalty on you.
 
Advance Financial Group is your partner in securing your financial future and peace of mind for life's journey.We value long-term relationships and work to assure smooth transitions to new situations when your circumstances change.

More

Financial Advisor Experience

Kimberley K. Baker, founder of Advance Financial Group, is a Certified Financial Planner and an independent financial advisor. Kimberley's long history in the financial planing industry began over 20 years ago. Her early career experience solidified the importance of remaining independent and offereing fee-based financial planning services and unbiased advice.
 
As a personal wealth advisor serving successful individuals and businesses, Kimberley values lasting relationships built on mutual trust, respect, integrity and excellence. Kimberley finds great satisfaction in helping clients achieve peace of mind and confidence as they participate in the process of securing their financial future. Kimberley's passion for empowering you financially will bring you that much closer to realizing your dreams. Feel free to call for an initial consultation or a second opinion appointment.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

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

Broker-Dealer Disclaimer


Financial Advisor's Specialties

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

More

Helpful Financial Planning Resources