Kimberly Rubenstein

Kimberly Rubenstein Work

Managing Partner, Director of Financial Planning

@ Undivided Wealth Management, LLC

Financial Consultant

@ Wells Fargo Advisors

Financial Advisor

@ Merrill Lynch

Kimberly Rubenstein Education

1995 - 1999 Bachelor of Science (B.S.) in Finance, General

Saint Louis University
1992 - 1995 Visitation Academy

Kimberly Rubenstein Skills

InvestmentsFinancial AnalysisInvestment StrategiesFinancial Advisory401kRetirementAsset AllocationRetirement PlanningSecuritiesMutual FundsStrategic PlanningFinancial ServicesRetirement Plan ConsultingBusiness Owner PlanningConcentrated Stock ManagementDeferred CompensationEstate Investment PlanningFinancial ReportingFixed Income StrategiesInsuranceInvestment PlanningMultigenerational Wealth PlanningRetirement SavingsRisk ManagementStock AnalysisTax Efficient StrategiesWealth Preservation Planning

Kimberly Rubenstein Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Kimberly Rubenstein currently works at Undivided Wealth Management, LLC as Kimberly Rubenstein - Managing Partner, Director of Financial Planning at Undivided Wealth Management, LLC.

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