Kerri A. Goldsmith, CFP^®

CRPS^®, AIF^®

Financial Advisor

HBKS Wealth Advisors

8010 Summerlin Lakes Dr., Ste 200
Fort Myers, FL 33907

FINANCIAL ADVISOR'S WEBSITE

http://www.hbkswealth.com

(866) 479-5522

+1 More Number

(239) 433-7533

CONNECT WITH Kerri

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Investment advisory and financial planning services are fee based. Brokerage accounts, some investments, and insurance products involve commissions.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

HBKS Wealth Advisors

Member, Estate Planning Council of Lee County

Member, FPA Southwest Florida

Member, Rotary Club of Ft. Myers South

General

Kerri Goldsmith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at HBKS Wealth Advisors in Fort Myers, FL and the surrounding communities.

Financial Advisor Overview

Ms. Goldsmith seeks to create long-term, cooperative relationships with clients, using financial planning principles to help them identify and reach their goals, while keeping up with life changes that occur along the way. Each individual, family, and company's situation is very unique. There are no one-size-fits-all or cookie-cutter solutions. Learn more at a complimentary consultation.

In addition to her profession as an investment advisor and financial planner, Ms. Goldsmith stays involved in the community through industry associations, chambers of commerce, and several non-profit organizations including Rotary Club and the Uncommon Friends Foundation.

Financial Advisor Experience

Ms. Goldsmith has been in the financial services industry since 2009, helping personal and corporate clients in the Southwest Florida area and beyond. She also provides financial education workshops and seminars for community organizations and corporations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Chartered Retirement Plans Specialist (CRPS^®)

Insurance Licenses

Life insurance: FL
Health/disability insurance: FL
Fixed annuities: FL
Variable annuities: FL

Broker-Dealer Affiliation

Purshe Kaplan Sterling Investments

Broker-Dealer Disclaimer

Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. HBK Sorce Insurance LLC and HBKS Wealth Advisors are not affiliated with Purshe Kaplan Sterling Investments. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Princ

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Corporate Finance, Estate Planning, Employee Benefits, Insurance, Retirement, Succession Planning, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances