Kim Abello, CEPA

Kim Abello is a financial advisor with an extensive background in accounting, finance, banking, valuation, and investment banking. As a registered representative with the McCarthy Wealth Management Group of Wells Fargo Advisors, Kim works closely with high-net-worth individuals to help design personalized investment strategies that reflect their risk tolerance, financial goals, and the challenging financial demands of significant wealth. With over three decades of ownership transition experience, Kim is a trusted advisor for business owners selling their companies. Her expertise spans a full spectrum of exit strategies, including sales to strategic buyers, leveraged recapitalizations, private equity sales, ESOPs, and family transitions. She is committed to educating individual investors on financial literacy and empowering them to confidently manage and preserve their wealth. Kim brings a distinctive focus to working with professional athletes, especially in women's sports, who face limited high-earning years. Through strategic investment planning, she helps athletes preserve their wealth and build long-term financial stability beyond their playing careers. Known for her thoughtful approach and commitment to clarity, Kim works to empower clients to make confident financial decisions, even in times of market uncertainty. She welcomes collaboration with individuals, and other advisors who share her values of thoughtful planning, financial stewardship, and long-term success. Kim raised two children. Her daughter plays professional soccer. And her son is in digital marketing for the BIG 10. She has recently discovered pickleball; and continues to enjoy cycling & sailing.