Chris Kimmet (CFP®, MBA)

Chris Kimmet focuses in the
following client markets or areas of practice:

  • AUM
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Hi, My name is Chris Kimmet and I’m a fee-only CERTIFIED FINANCIAL PLANNER™ providing Financial Planning for Physicians and Busy Professionals, and Retirees We help you achieve your financial goals and make work optional so you can focus on the most important things in your life. We help clients reduce taxes, simplify their finances and increase their peace of mind.

Additional Information

Chris and his family are outdoors enthusiasts enjoying hiking, camping, and skiing. As well as the outdoors, they enjoy weekly movie nights at home and walking around the neighborhood with their two mini-dachshunds, Max and Lila.

NAPFA Start Date

April 30, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1681 Essex Rd Upper Arlington, OH 43221 Phone: (208) 996-0375