Kimberly  Stirling,  CFP<sup>&reg;</sup> - Financial Advisor

Kimberly Stirling, CFP®

LPL Financial

Remote
Seattle, WA 98109-5099
FINANCIAL ADVISOR'S WEBSITE
(253) 881-7671 CONNECT WITH Kimberly
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General

Kimberly Stirling is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Seattle, WA and the surrounding communities.

Financial Advisor Experience

Kim Stirling shifted to a career in financial services in 2017, after having previously worked as a counselor and life coach in the social services sector for many years. Kim enjoys working with families who see the value in planning ahead across multiple generations with the goal of ensuring a family legacy.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: WA, CA, OR
  • Fixed annuities: WA, CA, OR
  • Variable annuities: WA, CA, OR

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources