Financial Planning with Kimberly Jamieson

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As a Financial Planner, Kimberly L. Jamieson, CFS®, CRPC® CPFA® understands the importance of setting financial goals and actively pursuing them. She is dedicated to helping others achieve financial security and focuses on crafting personalized plans with her clients to ensure they can pursue their financial aspirations.

After years of successfully setting and achieving her own financial goals, Kimberly, an enthusiastic follower of financial experts, discovered her talent for investing. She is especially passionate about working with clients, particularly women, to help them define and follow their own financial goals effectively.

Kimberly is not your typical Metro-Detroit financial planner. Before pivoting to this career 10 years ago, she enjoyed a successful run as a small business owner for many years.

Understanding that good financial planning isn't about luck but rather about having a solid plan, Kimberly founded Golden Legacy Wealth Management. She wholeheartedly believes in assisting her clients to create strategies that enable them to meet both short- and long-term goals, including effective retirement strategies.

Kimberly emphasizes that women, in particular, must take charge of their financial futures. She is passionate about educating women, empowering them to move forward with confidence in their goals, and preparing for life's inevitable challenges such as death, divorce, and job loss, all while saving for important milestones like retirement and college.

As a single mom, Kimberly leads by example, having raised a daughter who is now setting and tracking her own financial and professional goals. With a master's degree in photography, she successfully owned a photography studio for 30 years. One of Kimberly's personal goals as a mother was to ensure her daughter graduated from the University of Michigan debt-free. After achieving this goal, she made the decision to shift her career path in 2010.

Her extensive experience as a small business owner for 30 years has facilitated a smooth transition into helping others with their finances. Kimberly firmly believes that knowing your financial number is key to success. Once this number is clear, clients can determine how much they should save and spend.

Helping her clients understand their financial numbers is Kimberly's expertise. She meets her clients where they are, providing guidance across all ages, marital statuses, and financial situations.

Alongside her work as a financial planner, Kimberly values spending quality time with her daughter, Dr. Nicole Jamieson, and enjoys traveling.

Kimberly holds the Series 7 Securities license, Series 65 Investment Advisor License, as well as Series 6 and 63. She is also licensed in Life, Accident, Health, and Annuities.

One of the designations that distinguish her is the CFS® (Certified Fund Specialist®) certification, which offers both basic and advanced guidance on various actively and passively managed investments. CFS® advisors from the Institute of Business and Finance® are specialists in modern portfolio theory (MPT), mutual funds, ETFs, REITs, UITs, EANs, CEFs, financial planning, asset construction, rebalancing, and tax implications.

Additionally, she has earned the CRPC® (Chartered Retirement Planning Counselor) designation, focusing on client-centered problem-solving. Financial planners with the CRPC® designation can effectively define a roadmap to retirement and assist clients with both pre- and post-retirement needs, addressing asset management and estate planning strategies.

Moreover, she obtained the CPFA® (Certified Plan Fiduciary Advisor) designation from the National Association of Plan Advisors, an achievement developed by some of the leading advisors and retirement plan experts in the country. Advisors earning the CPFA® demonstrate the expertise necessary to act as plan fiduciaries or help plan fiduciaries fulfill their roles and responsibilities.

As a Financial Planner, Kimberly L. Jamieson, CFS®, CRPC® CPFA® understands the importance of setting financial goals and actively pursuing them. She is dedicated to helping others achieve financial security and focuses on crafting personalized plans with her clients to ensure they can pursue their financial aspirations.

After years of successfully setting and achieving her own financial goals, Kimberly, an enthusiastic follower of financial experts, discovered her talent for investing. She is especially passionate about working with clients, particularly women, to help them define and follow their own financial goals effectively.

Kimberly is not your typical Metro-Detroit financial planner. Before pivoting to this career 10 years ago, she enjoyed a successful run as a small business owner for many years.

Understanding that good financial planning isn't about luck but rather about having a solid plan, Kimberly founded Golden Legacy Wealth Management. She wholeheartedly believes in assisting her clients to create strategies that enable them to meet both short- and long-term goals, including effective retirement strategies.

Kimberly emphasizes that women, in particular, must take charge of their financial futures. She is passionate about educating women, empowering them to move forward with confidence in their goals, and preparing for life's inevitable challenges such as death, divorce, and job loss, all while saving for important milestones like retirement and college.

As a single mom, Kimberly leads by example, having raised a daughter who is now setting and tracking her own financial and professional goals. With a master's degree in photography, she successfully owned a photography studio for 30 years. One of Kimberly's personal goals as a mother was to ensure her daughter graduated from the University of Michigan debt-free. After achieving this goal, she made the decision to shift her career path in 2010.

Her extensive experience as a small business owner for 30 years has facilitated a smooth transition into helping others with their finances. Kimberly firmly believes that knowing your financial number is key to success. Once this number is clear, clients can determine how much they should save and spend.

Helping her clients understand their financial numbers is Kimberly's expertise. She meets her clients where they are, providing guidance across all ages, marital statuses, and financial situations.

Alongside her work as a financial planner, Kimberly values spending quality time with her daughter, Dr. Nicole Jamieson, and enjoys traveling.

Kimberly holds the Series 7 Securities license, Series 65 Investment Advisor License, as well as Series 6 and 63. She is also licensed in Life, Accident, Health, and Annuities.

One of the designations that distinguish her is the CFS® (Certified Fund Specialist®) certification, which offers both basic and advanced guidance on various actively and passively managed investments. CFS® advisors from the Institute of Business and Finance® are specialists in modern portfolio theory (MPT), mutual funds, ETFs, REITs, UITs, EANs, CEFs, financial planning, asset construction, rebalancing, and tax implications.

Additionally, she has earned the CRPC® (Chartered Retirement Planning Counselor) designation, focusing on client-centered problem-solving. Financial planners with the CRPC® designation can effectively define a roadmap to retirement and assist clients with both pre- and post-retirement needs, addressing asset management and estate planning strategies.

Moreover, she obtained the CPFA® (Certified Plan Fiduciary Advisor) designation from the National Association of Plan Advisors, an achievement developed by some of the leading advisors and retirement plan experts in the country. Advisors earning the CPFA® demonstrate the expertise necessary to act as plan fiduciaries or help plan fiduciaries fulfill their roles and responsibilities.

Jeff Bearance is our Operations Manager, overseeing the practice and day-to-day operations while ensuring that our Metro-Detroit financial planners deliver effective retirement strategies to enhance your financial security.

Emily Johnson is Kimberly's personal assistant and client service manager. Emily runs the day-to-day processes like a well-oiled machine. Our client service team, along with our Metro-Detroit financial planners, operates as efficiently as possible to ensure that our clients, especially those focused on retirement strategies, always receive the highest quality of financial security.