Broker Check
Kimberly Muzquiz, CFP®, CDFA®

Kimberly Muzquiz, CFP®, CDFA®

Wealth Advisor, Officer

Address:

17500 South Oak Park Avenue
Tinley Park, IL  60477

Serving the Tinley Park, IL region and banking centers

We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.

Career Highlights & Industry Expertise

  • Financial industry professional since 1994
  • Series 7 and 66 registrations held through LPL Financial
  • Illinois Life, Accident and Health Insurance License

Education

  • Bachelor of Art from University of Illinois at Chicago

As a life-long Chicagoan, I’ve lived and worked in the Southwest suburb for the last 15 years. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today to set up an appointment or for general service and support.


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