Kimberlee A. Spencer,  CFP<sup>&reg;</sup> - Financial Advisor

Kimberlee A. Spencer, CFP®

CDFA®

RIA

Next Step Financial, your place to flourish

1328 Perkins St
Alcoa, TN 37701-2355
FINANCIAL ADVISOR'S WEBSITE
661-9856
(865) 661-9856
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General

Kimberlee Spencer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Next Step Financial, your place to flourish in Alcoa, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Government & Military, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth, Men's Finances, Women's Finances

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