Kimberly K. Maez,  CFP<sup>&reg;</sup> - Financial Advisor

Kimberly K. Maez, CFP®

Private Wealth Advisor

Chrysalis Wealth Management

7335 E. Orchard Road
Englewood, CO 80111
FINANCIAL ADVISOR'S WEBSITE
(888) 351-3313
(303) 407-1275
CONNECT WITH Kimberly
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General

Kimberly Maez is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Chrysalis Wealth Management in Englewood, CO and the surrounding communities.

Financial Advisor Overview

www.chrysaliswealthmanagement.com

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Financial Advisor Experience

30+ years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: CO,HI,ID,MI,MN,MO,MT,NE,NM,NC,ND,OK,OR,SC,SD,UT,WI,WY
  • Health/disability insurance
  • Fixed annuities: CO
  • Variable annuities: CO

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Corporate Finance, Investment Management, Getting Divorced, Employee Benefits, Government & Military, Getting Married, Irregular Income, Real Estate, Job Loss, Insurance, Retirement, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources