Kimberly R. Nelson, CFA, CDFA
Kimberly has been working with high net worth divorcees in the LA area for more than 10 years. She understands the challenges women face when navigating an overwhelming bevy of attorneys, accountants, insurers and other advisors during the dissolution process.
Kimberly’s team at Coastal Bridge Advisors prides itself on its ability to organize all the advisory elements in a coordinated manner and ensure that the advice their clients receive is clear, constant and in the best interest of the family or individual. Combining the expertise, discipline and knowledge of investment principals and their extensive industry experience with the capabilities of a boutique firm, CBA is able to cultivate and expand productive client relationships with strategies that span varying family dynamics and markets.