Broker Check

Kimberly Meade

Kimberly Meade, CFP®

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.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn More
RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn More
Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn More

Let's talk about how we can help you reach your financial goals.

Thank you!
Oops!