CERTIFIED FINANCIAL PLANNER™
CERTIFIED FINANCIAL PLANNER™
CERTIFIED FINANCIAL PLANNER™
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CFP® Certification by the Certified Financial Planning Board of Standards, Inc.
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Series 7 – General Securities Representative registration.
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Series 66 – Uniform Investment Advisor registration.
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Texas Life and Health Insurance license.
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Member of the Financial Planning Association, DFW Chapter.
Check the background of the Firm and the Investment Professional(s) on FINRA's BrokerCheck
Kimberly A. Vesely, CFP®
CERTIFIED FINANCIAL PLANNER™
Kimberly joined FullCircle Wealth in July 2016. She is the first point of contact for all client service needs. She is responsible for scheduling appointments, meeting preparation, client account changes, and money movement. Additionally, she supports the financial planners with asset allocation updates and reports for portfolio reviews. She graduated from the University of North Texas in 2008 with a Bachelor’s of Business Administration in Financial Services.
Kimberly lives in Plano with her husband David and their son Logan. In their spare time, they enjoy spending time with family, being outdoors, and supporting their local church and community.
