Kimberly A. Spisak,  CFP<sup>&reg;</sup> - Financial Advisor

Kimberly A. Spisak, CFP®

Aspire Investment Management

1991 Crocker Road Ste. 400
Westlake, OH 44145
FINANCIAL ADVISOR'S WEBSITE
(440) 925-3042 CONNECT WITH Kimberly
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General

Kimberly Spisak is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Aspire Investment Management in Westlake, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: OH,Ohio
  • Health/disability insurance: OH
  • Property/casualty: OH
  • Fixed annuities: OH
  • Variable annuities: OH

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Aspire Investment Management & Cambridge are not affiliated.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Women's Finances

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