KIMBERLY A. DUPONT, CRPS®
Financial Consultant
Kim started in the financial services industry as an Operations Manager in Fairbanks, AK in 1991. She later was promoted and held other managerial roles in the branches and regional office. She began working as a Financial Consultant in 2012.
With over 25 years of investment experience, for the last 11 years she has focused on qualified retirement plans, account management and investment planning. Her attention to detail and prolific energy have made a difference for many institutions and clients while helping them navigate the ups and down of the markets to reach their goals.
She graduated from the University of North Florida with a BBA in Accounting. She has earned the Chartered Retirement Plans SpecialistSM (CRPS®) designation. To maintain this designation, she is required to meet stringent experience requirements and pass a rigorous examination. She maintains the General Securities Representative Series 7, General Securities Sales Supervisor Series 9 & 10, Uniform Securities Agent State Series 63 and Uniform Investment Adviser Law Examination series 65 registration. Kim is also licensed in insurance and annuity products in the state of Florida.
Kim enjoys dancing with her husband, and her main loves are her family, her Sunday School kids, and helping others succeed. She has been married to Phil for 35 years, and together they have one son, Philippe.
