Kimberly Fiorino
Financial Services Professional, Financial Literacy & Retirement Literacy Advocate
Personal Notes
After working for many years in private wealth management for several investment banks in Chicago, I realized access to quality financial guidance should be available to everyone – and not just the wealthy. Schools provide very little, if at all, in the way of financial education and there are many underserved communities. I then shifted my focus to financial counseling and have helped well over 10,000 individuals with their finances – from C-Suite professionals to hourly workers.
I have a passion for teaching personal finance and excel at breaking down complex financial concepts and making financial planning accessible and approachable for all. I have presented hundreds of webinars for Fortune 500 companies, governmental agencies – on the city, county, state and federal level, tech companies, large banks, hospitals, non-profits, and universities. I would welcome the opportunity to work with your unique group!
Bio
Kimberly is an NFEC Certified Financial Education Instructor℠ (CFEI) who started in private wealth management where she attained several securities licenses – Series 7, 63 & the 65 Investment Advisor Representative (IAR) license. She then transitioned to financial counseling in a behavioral health setting – where she has helped over 10,000 individuals with their finances and gained a unique perspective on how financial issues can impact mental health and wellbeing. She learned that too many people lack basic education with regard to personal finances and is working to change this reality.
Kimberly has a special interest in retirement planning and is also a Certified Retirement Counselor®. Kimberly graduated with a degree in Economics from the University of South Florida. She works as a professional speaker, financial coach and advocate for financial and retirement literacy.
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