Kimberly Maez - Ameriprise Financial Services in Denver, CO is a reputable financial advisory firm led by Kimberly Maez, a Certified Financial Planner (CFP) with a team of experienced professionals. They offer a wide range of financial advisory services and utilize digital tools for collaboration, providing market and economic insights to help clients achieve their financial goals and priorities.
Kimberly Maez holds various qualifications including the AAMS, ADPA, AEP, AIF, APMA, AWMA, BFA, CAP, CAS, CASL, CDFA, CEP, and CFA designations, demonstrating her expertise in asset management, estate planning, investment fiduciary practices, portfolio management, wealth management, behavioral finance, philanthropy, annuities, senior living, divorce financial analysis, estate planning, exit planning, and financial analysis.
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