Focus
- Retirement income planning.
- Risk management.
- Wealth management and investment strategies.
Experience
- B. Riley Wealth Management since 2009
- 30 years in industry
- CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor (CRPC®)
Education
- Ithaca College
Biography
Throughout her 30-year career as a financial advisor, Kimberly Figenbaum has leveraged her experience and expertise to support private clients, families, and small businesses. As both a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor (CRPC®), she specializes in retirement and income planning, risk management, and investments. Kimberly spends time getting to know her clients and understanding their goals before developing an individualized, holistic plan that prioritizes what matters most. Her success is found in helping clients enjoy the retirement they envision for themselves.