Kimberly G.
Mamaril, MBA, CFP®

Kimberly Mamaril has eight years of industry experience. Building deep, trusting relationships with clients is what initially drove her to the field of financial services. She has a high-touch approach to multi-generational wealth planning.

After college, Kimberly began her career in the financial services industry as a client service associate. Her desire to work directly with clients and help steward their financial futures led her to quickly transition into an advisory role. She has worked with high-net-worth clients, many of whom had recently sold a business or had a life transition. Kimberly has a special interest working with pre-retirees, helping them navigate creating tax efficient income and watching them enjoy their shift from working years into retirement.

Adventurous and fun-loving, Kimberly spends much of her free time sailing, traveling, and trying new food; in fact…ask her about her Best Burger in the World spreadsheet! She has an eclectic palate, but if she had to choose one type of cuisine to eat for the rest of her life, it would be Korean BBQ. And while she’d be hard-pressed to choose a favorite travel destination, her favorite beach is Boracay in the Philippines.