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

Kimberly Lutes, CFP®

CLU AAMS

Wealth Advisor

Lutes Wealth Planning

4567 25th Ave N
Saint Petersburg, FL 33713-3221
FINANCIAL ADVISOR'S WEBSITE
(727) 914-2595 CONNECT WITH Kimberly
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General

Kimberly Lutes is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Lutes Wealth Planning in Saint Petersburg, FL and the surrounding communities.

Financial Advisor Overview

Specializing in Financial Planning, Retirement Planning, Investment Management, Financial Wellness Programs, and Engagement/Marriage Financial Counseling

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Financial Advisor Experience

Over 30 years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - FLMI

Insurance Licenses

  • Life insurance: FL
  • Fixed annuities: FL
  • Variable annuities: FL

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Tangible Assets, Sudden Wealth, Nontraditional Households, Women's Finances

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