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

Kimberly Foss, CFP®

CPWA

Senior Wealth Advisor

Mercer Global Advisors

3741 Douglas Blvd, Ste 130
Roseville, CA 95661
(916) 786-7626 CONNECT WITH Kimberly
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General

Kimberly Foss is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mercer Global Advisors in Roseville, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

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Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Life Planning, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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