Broker Check

Kimberly Meade

As a CERTIFIED FINANCIAL PLANNER™ Professional, Kimberly is a reliable resource for developing financial


plans that align with her clients’ values and priorities throughout all phases of their lives. From college
planning to navigating retirement, estate planning and risk management, Kimberly creates confidence,
clarity and balance along the way. She is devoted to building strong, life-long relationships by providing
thorough assessments and delivering personalized strategies with a high level of client service. She finds
fulfillment in helping individuals and families reach financial freedom.


Kimberly proudly graduated from The University of Texas at Austin with an Economics degree and a Business


Foundations Certificate from the McCombs School of Business.
In her spare time, you’ll find her jet-setting around the world with her husband or at home cuddling with her
2 dogs, Sophie and Emmy.

Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
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RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
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Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.
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Let's talk about how we can help you reach your financial goals.

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