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portrait of Kim Dunbar
FINANCIAL ADVISOR

Kim Dunbar

410 E Woodin Ave, Chelan, WA 98816opens in a new window
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About Kim

My passion is serving women who have worked hard, saved well and want to ensure they are making the right decisions with their money.

Most of the clients referred to me are responsible women or couples who have worked hard, saved well and have always been very thoughtful about how they use their money. Usually, a major life event has occurred – retirement, inheritance, divorce – that has pushed them out of their comfort zone. This can cloud their vision for the future. We follow an established process to understand the purpose for their money with a vision of what...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Charitable Giving
  • Divorce Finances

Work History

  • Edward JonesFebruary 2020 to Current

Education

  • Univ of WashingtonBachelor of Business Admin

Personal Interests

  • Community Outreach
  • Cooking
  • Golfing
  • Music
  • Traveling

Team Members

  • Roxanne Camp
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(509) 682-7014

Fax

(888) 366-5435

Office Address

410 E Woodin Ave
Chelan, WA 98816opens in a new window

Mailing address

Po Box 733
Chelan, WA 98816

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