As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Beverley Kinsey, CFP®
I am a Certified Financial Planner®, and focus on understanding the financial circumstance of clients and serving them by meeting their needs.
My practice is based on high ethical standards placing high value on clients trust, and working hard to maintain that trust.
I work with each client to uncover needs, and goals while working diligently to create plans and peace of mind. I have a "no pressure" approach ensuring clients have the benefit of sound, unbiased advise and product information.