Kimberly Kurek

Kimberly Kurek

Financial Paraplanner Qualified Professional

Kimberly works as a primary liaison between clients and advisors to ensure clients’ needs are addressed fully and promptly. Her position entails; generating and managing all paperwork required to process distributions, transfer accounts, open new accounts, place trades and setting up online access. She plays an integral role in making sure the company operates smoothly and efficiently.

In addition to her administrative duties, she is very active in coordinating meetings, interacting with clients, associates and other professionals. Kimberly started full time with the LPL team in 2014 after working over five years in the Financial Services. She currently holds her series 7 registration with LPL Financial.

In Kimberly’s spare time she enjoys spending time with her family and friends. Some of her interest include sports, cooking and traveling.  

Phone 619.698.9769 Ext. 888
Fax 619.825.8975