Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Overby is an Investment Advisor Representative with McManus Cooper and has been in the industry since May 2006. Kimberly is licensed in California. She is registered to provide Investment Advisory services. Kimberly holds 7 Specializations including Retirement Planning, Investment Strategies, Financial Planning, and more. Kimberly's firm, McManus Cooper, manages over $2.5 Billion in assets. The firm focuses on providing financial planning services to high-net-worth individuals, corporations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
CA
01/19/2022 - Present
McManus Cooper (IRVINE CA)
Active
Inactive
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