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
- 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