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Kimberly M. Surber,CFP

The Strategic Financial Alliance

Financial Planner in Winchester, CA

Address:
31375 Van Eyck Ct
Winchester, CA 92596
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About Kimberly M. Surber

Kimberly Surber is a financial professional at The Strategic Financial Alliance located in Winchester, California. Kimberly Surber holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Kimberly Surber provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Kimberly Surber
31375 Van Eyck Ct
Winchester, CA 92596

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Website:

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