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

Kimberly Ann Spisak, CFP®

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

General

Kimberly Spisak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at 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™ (CFP®)

Insurance Licenses

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

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, Career Change, Investment Management, Mutual Funds, Retirement, Women's Finances

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