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Kimberly L. Jamieson, CFS®, CRPC®

Kimberly L. Jamieson, CFS®, CRPC®

 

Financial Planner

Kimberly L. Jamieson, CFS®, CRPC® is a Financial Planner with Michigan Financial Companies-Rochester Wealth Management. Kimberly has built her practice around putting her clients’ interests first. Kimberly follows the fiduciary standard and holds herself to strict ethical standards to ensure financial planning recommendations are in her client’s best interest. To help each of her clients achieve their unique goals, she follows a specific three-step process:

Planning

Successful investing is goal focused and plan driven. Kimberly works with her clients to develop a plan so they know the steps needed to reach their financial goals. Kimberly believes the best part of having a plan is knowing exactly how much to spend or save. Kimberly helps her clients define their goals.

Provide Perspective & Educate

Throughout their relationship, Kimberly aims to provide perspective during important economic events by keeping her clients informed; their portfolios are designed to withstand changes in the market.

Managing Investment Behavior

Working with a trusted advisor can help keep emotions out of investing.  Kimberly provides guidance to her clients to help them manage their instinctive reactions to market volatility.

Education

After acquiring her Masters in Photography and spending almost 30 years as owner of a successful photography studio, Kimberly made a career change and became a Financial Planner.  She feels the transition was easy after growing and managing her portfolio of assets.  Most importantly, years ago “knowing her number” was the key to success while always knowing how much to save or spend.

Professional Registrations & Designations

Kimberly holds the Series 7 Securities license, Series 65 Investment Advisory License, along with Series 6 and 63. She also is licensed in Life, Accident, Health and Annuities. One designation that sets Kimberly apart is the CFS®(Certified Fund Specialist®) certification which requires mastery of portfolio construction, risk measurement, manager selection, monitoring, income strategies, retirement accounts, titling, taxation and the psychological aspects of finance from The Institute of Business and Finance®.  She also has received the CRPC®  (Chartered Retirement Planning Councelor) designation, which focuses on client-centered problem solving.  Financial Planners with the CRPC® designation can help define a “road map to retirement” and assist clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.

Personal Data

Kimberly enjoys spending time with her daughter, Dr. Nicole Jamieson, who recently moved back to Michigan. Kimberly enjoys travel and her favorite place is the region of Provence in the South of France.