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Kimberlie Olsen, Financial Advisor

FINANCIAL ADVISOR
Kimberlie C Olsen

CFP®, ABFP™
9017 Peacock Hill Ave, Gig Harbor, WA 98332opens in a new window
Accepting New Clients
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Aerospace Professionals
  • Energy Industry Professionals
  • Healthcare Professionals

About Kimberlie

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress...

Work History

  • Edward JonesMay 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ABFP™

    Accredited Behavioral Finance Professional™

Education

  • Univ of California-BerkeleyCertificate
  • Central Washington UniversityBachelor of Arts

Personal Interests

  • Horseback Riding
  • Traveling
  • Board Games
  • Real Estate
  • Social Responsibility

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue By Appointment Only
Wed 08:00AM - 05:00PM
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(253) 509-7070

Fax

(833) 876-5001

Office Address

9017 Peacock Hill Ave
Gig Harbor, WA 98332opens in a new window

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