Hi There!
Ready to chart a course towards a future defined by prosperity, abundance, and peace of mind.
0 Disclosures
24+ Years Expertise
6 Firms
7 Exams Passed
2 State Licenses
About Me
I believe that wealth should be a tool for achieving your dreams and creating a legacy that extends far beyond your lifetime. I’m passionate about empowering my clients to make informed decisions about their finances and to unlock the full potential of their wealth.
Work Experience
2016-2024
WELLS FARGO CLEARING SERVICES, LLCCRD#: 19616
2013-2016
CREDIT SUISSE SECURITIES (USA) LLC (CRD# 816)
2009-2016
CREDIT SUISSE SECURITIES (USA) LLC (CRD# 816)
2009-2009
MORGAN STANLEY SMITH BARNEY (CRD# 149777)
2006-2009
CITIGROUP GLOBAL MARKETS INC. (CRD# 7059)
2004-2006
LEGG MASON WOOD WALKER, INCORP... (CRD# 6555)
2003-2004
CREDIT SUISSE FIRST BOSTON LLC (CRD# 816)
1999-2003
DONALDSON, LUFKIN & JENRETTE S... (CRD# 7560
Services
What Can I Do For You? Everything.
Okay, maybe not everything, but pretty darn close. Here’s a taste of what I bring to the table
Financial Planning
Craft a personalized financial plan that aligns with your goals, whether it's saving for a new home, retiring comfortably, or funding your child's education. Let's build a roadmap to financial success, together.
Investment Management
Invest your hard-earned money wisely with a customized portfolio tailored to your risk tolerance and financial objectives. I'll constantly monitor and adjust your investments to maximize returns and help you achieve your financial goals.
Retirement Planning
Let's make your dream retirement a reality. Together, we'll create a plan to estimate your retirement expenses, set achievable savings targets, and strategize withdrawal methods to ensure a comfortable and worry-free future.
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Why Choose Me
No More Worries, YourFinances Are Secured
I don’t believe in one-size-fits-all solutions. I take the time to understand your unique financial situation, goals, and aspirations, crafting personalized strategies that align with your vision for the future.
Let's Work Together!Send Me An Email To Get Started
investwithkwanastasia@gmail.com
Testimonials
Working with Kimberly Anastasia Warner has been a game-changer for me. Her personalized approach to financial planning helped me clarify my goals and take actionable steps towards achieving them. I highly recommend her services to anyone serious about securing their financial future.
John S
Kimberly's expertise and professionalism are unmatched. She took the time to understand my unique financial situation and provided valuable insights that have helped me make informed decisions about my investments. I trust her implicitly and am grateful for her guidance.
Emily J
Kimberly Anastasia Warner is simply phenomenal. Her deep knowledge of investment strategies and retirement planning has given me peace of mind knowing that my financial future is in good hands. I couldn't be happier with the results.
Jerome B
I can't thank Kimberly enough for her dedication and support. She helped me navigate a complex estate planning process with ease and ensured that my assets were protected and distributed according to my wishes. I highly recommend her services to anyone in need of expert financial advice
Sarah D
Kimberly Anastasia Warner is a true professional who goes above and beyond for her clients. Her strategic approach to tax planning has saved me thousands of dollars, and her commitment to my financial success is unparalleled. I wholeheartedly endorse her services.
David M
Kimberly Anastasia Warner is a true professional who goes above and beyond for her clients. Her strategic approach to tax planning has saved me thousands of dollars, and her commitment to my financial success is unparalleled. I wholeheartedly endorse her services.
David M
Kimberly has been my financial advisor for several years, and I couldn't be happier with the results. Her comprehensive approach to wealth management has helped me achieve my financial goals faster than I ever thought possible. I trust her implicitly and highly recommend her services to anyone seeking expert financial advice.
Jennifer N
Kimberly Anastasia Warner is a financial wizard! Her expertise in investment management and retirement planning has helped me secure my financial future and build wealth for generations to come. I can't recommend her highly enough.
Robert A
Working with Kimberly has been an absolute pleasure. Her personalized approach to financial planning and her genuine care for her clients' success sets her apart from other advisors. I am grateful for her guidance and highly recommend her services to anyone looking to take control of their financial future.
Mellissa P
Kimberly Anastasia Warner is hands down the best financial advisor I've ever worked with. Her attention to detail, responsiveness, and expertise have exceeded my expectations time and time again. I have complete confidence in her abilities and wouldn't hesitate to recommend her to friends and family.
Christopher T
I am so grateful to have found Kimberly as my financial advisor. Her knowledge and guidance have been invaluable in helping me achieve my financial goals. I can't thank her enough for her dedication and support. I highly recommend her services to anyone looking for expert financial advice.
Amanda W
WELLS FARGO CLEARING SERVICES, LLC
CRD#: 19616
STE A100
WAYNE, PA 19087
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