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Wealth Management Advisor2125 LOUISIANA BLVD
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Kim Helm has over 30 years experience in the financial services industry. Kim joined Merrill Lynch in 1998 and relocated to Albuquerque in 2006.Kim is a CERTIFIED FINANCIAL PLANNER™(CFP®), a certification awarded by the CFP Board of Standards, Inc. Additionally, Kim has been awarded the designation of Certified Divorce Financial Analyst™(CDFA™).This is an award granted by the Insitute of Divorce Financial Analysts, an organization dedicated to the long term financial future of families going through a divorce.Armed with these designations, Kim has the ability to focus on a client's total financial picture to develop, implement and monitor a strategy to assist a client reach their financial goals, whether it be providing a college education for children, a comfortable retirement or leaving a legacy to a favorite charitable organization.Kim attended San Diego State University. She is active in Rotary, is a member of the National Association of Women Business Owners and serves on the Board of Resources, Inc. dba Domestic Violence Resource Center, a non profit agency serving victims of domestic violence. Certified Divorce Financial Analyst™ and CDFA™ are trademarks of The Institute of Divorce Financial Analysts™.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's intial and ongoing sertification requirements.
Kim Helm is registered to do business in : AZ, CA, CO, FL, KS, LA, MN, NC, NM, NY, TX, VA, WA, WI
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