Kim Anderson (CFP®)

Kim Anderson focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Tax Planning
  • Women's Financial Planning Issues

Additional Information

Kim graduated from Georgetown University’s School of Foreign Service with a Bachelor’s Degree in International Economics.  She is a CERTIFIED FINANCIAL PLANNER™ (CFP®), the most highly regarded designation within the financial planning industry. The CFP® designation reflects Kim’s extensive experience and education in the financial planning arena, as well as her commitment to continuing education and the CFP® Board’s Code of Ethics.

Kim has been a member of the Bay Point team since 2010 and serves as a Senior Advisor. Kim specializes in developing and implementing strategies to help our clients attain their family goals. Before coming to Bay Point, Ms. Anderson worked for a Fee-Only wealth management firm based in Columbia, MD for over 13 years.

NAPFA Start Date

August 15, 2018

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This Office

582 Bellerive Rd Ste 4D Annapolis, MD 21409-4611 Phone: (410) 626-8198 Fax: (410) 626-8199