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Kimberly L. Manning is a financial strategist, author and speaker. Ms. Manning has spent well over twenty years in corporate America with various job titles from account representative to vice president of Marketing with numerous awards and accolades on her path to success. That was the corporate side of Ms. Manning’s evolution; however, her personal life was quite different. Often being called “Nurse Betty”, personal chauffer for doctor appointments, part time Chef, part time financial consultant and a college funding source. Dating back to Kimberly’s childhood, she was always serving and positioning people for the “next phase of life” whether it was senior needs, planning for college funding, retirement talk or mortgage conversations. After, a long conversation with a college friend, Kimberly had her “AHA MOMENT” that servitude was not only her personal passion but it sparked her professional awakening. As, Ms. Manning evolved in the financial arena, she realized the lack of education being offered to strategically assist families in creating wealth, long term care, business succession planning, college funding, emergency funding, balance retirement, and estate planning. As a result of the missing component, Ms. Manning, has developed a client centric model that supports and meets the needs of her clients. She currently hosts live seminars, one on one presentations, golf events, to ensure her clients are informed and able to make the best decisions to address their family’s needs. Ms. Manning’s client base is predominantly professionals, business owners, executives and soon to be retirees or retired individuals looking to create or preserve wealth.
Kimberly L. Manning is a financial strategist, author and speaker. Ms. Manning has spent well over twenty years in corporate America with various job titles from account representative to vice president of Marketing with numerous awards and accolades on her path to success. That was the corporate side of Ms. Manning’s evolution; however, her personal life was quite different. Often being called “Nurse Betty”, personal chauffer for doctor appointments, part time Chef, part time financial consultant and a college funding source. Dating back to Kimberly’s childhood, she was always serving and positioning people for the “next phase of life” whether it was senior needs, planning for college funding, retirement talk or mortgage conversations. After, a long conversation with a college friend, Kimberly had her “AHA MOMENT” that servitude was not only her personal passion but it sparked her professional awakening. As, Ms. Manning evolved in the financial arena, she realized the lack of education being offered to strategically assist families in creating wealth, long term care, business succession planning, college funding, emergency funding, balance retirement, and estate planning. As a result of the missing component, Ms. Manning, has developed a client centric model that supports and meets the needs of her clients. She currently hosts live seminars, one on one presentations, golf events, to ensure her clients are informed and able to make the best decisions to address their family’s needs. Ms. Manning’s client base is predominantly professionals, business owners, executives and soon to be retirees or retired individuals looking to create or preserve wealth.