Kimberley Baker, CFP
Founder, Certified Financial Planner
Kimberley K. Baker, founder of Advance Financial Group, is a Certified Financial Planner™ and an independent financial advisor. She has a long history of experience in the financial planning industry which began with the planning firm of Campbell Scarborough and Associates in Alexandria, Virginia. It was this initial career experience that solidified the importance of remaining an independent financial advisor and offering fee based financial planning services and unbiased advice.
As a personal wealth advisor serving successful individuals and businesses, Kimberley values long lasting relationships built on mutual trust, respect, integrity and excellence. Kimberley finds great satisfaction in helping clients pursue peace of mind and confidence as they participate in the process of securing their financial future.
Kimberley earned her Bachelor's degree from Wofford College in South Carolina and CFP® designation from the CFP Board. As a member of the Financial Planning Associationshe upholds the FPA standard of care. She also holds Securities licenses (63, 65, 6 & 7) as well as Insurance licenses for Life and Health, Medicare Supplement, Disability and Long Term Care.
Kimberley and her husband have two daughters, Rachel and Kathleen.