Kimberly Chmielewski, CFP®Vice President, Charlotte/Lake Norman
Kimberly Chmielewski, CFP®, Charlotte/Lake Norman, started her career in the mid-’90s with one of the largest retail banking institutions. It didn't take long for Kimberly to find her niche within the wealth management arena. Before joining what is now known as Goldman Sachs PFM in early 2017, Kimberly was a financial advisor and managed several boutique wealth management practices in Sarasota, Florida. Kimberly graduated with Honors from the University of South Florida with a Bachelor’s degree in Business/Corporate Communication.
Kimberly has over 25 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ Practitioner.
Kimberly focuses on working with individuals, families and business owners by educating and inspiring them to accumulate, protect, and distribute wealth. Kimberly utilizes a holistic approach to financial planning, concentrating on strategies that focus on all aspects of her clients’ financial and personal goals.
Kimberly is an avid tennis player and has recently taken up golf. When she's not on the court or on the greens, she enjoys volunteering in her community, hiking near her mountain house and reading a good book.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”), member FINRA/SIPC, and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.