Kimberly Thomas is an investment advisor representative with Lincoln Financial Advisors. She began her career in the financial services industry with Lincoln in 2003. As an advisor, she has been repeatedly recognized as a top financial planner by her peers.
Currently, Kimberly has built an extremely loyal client base with assets totalling approximately $56 million. She specializes in the areas of investment planning, tax strategies and estate planning. Focused on helping to solve the complex problems of her clients, she works with a team of professionals to assist her clients in the areas of retirement planning as well as complex estate planning needs.
“I'm passionate about what I do and enjoy working with clients to not only help them attain their financial goals, but to work with them to purse their desired financial independence.”
Kimberly received her Bachelor of Science in Business in 1995 and her Master of Business of Administration with a concentration in Finance in 2003, both from the University of La Verne. She has continued her career-related education and has earned the CERTIFIED FINANCIAL PLANNER Practitioner™, Chartered Retirement Planning CounselorSM (CRPC®) and Chartered Retirement Plans SpecialistSM (CRPS®) designations.
In her free time, Kimberly enjoys spending time with her family and friends. She also enjoys many other activities including golfing, boating and exercising.