Kim KuyperSenior Registered Client Associate
Kim is well versed in many facets of our day to day client experience, including but not limited to facilitating new accounts, managing the transfer of assets, operationally and administratively maintaining client accounts, investigational inquiries, trading/asset allocation and most importantly, servicing our clients.
Kim helps ensure that each client come away with a sense of comfort knowing they have a reliable and efficient resource working on their behalf. Armed with 26 years of experience, Kim is Series 7 registered and holds a California Insurance license.
In addition to her unrelenting quest for knowledge and passion for financial independence, Kim enjoys volunteering as a Cuddler in the neonatal intensive care unit at UCSD Medical Center in La Jolla. Kim also volunteers with Wells Fargo Advisors on various community projects. Kim recently joined her local chapter of the sons and daughters of Pearl Harbor Survivors; hoping to learn more and to preserve our history.
You might like to know that Kim is the owner of a Parrot. A yellow crowned Amazon named Dirtybird. Dirtybird is at present 56 years old and has been handed down within the family. Kim and her husband Jason are self-proclaimed rock-hounds. You can often find them “Digging for Gemstones” at one of several local Tourmaline mines here in San Diego.
Kim enjoys playing softball, tennis, skiing, bowling, Pilates, hanging at the beach, camping, dining with friends, gardening and watching football. Kim is an avid Denver Bronco fan. Kim, her husband Jason and their son Landon live in La Mesa.
CA Insurance License Number: 0G68802. Resident State CA