Kimberly Rubenstein Email & Phone Number
Managing Partner, Director of Financial Planning @ Undivided Wealth Management, LLC
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Kimberly Rubenstein Location
- St. Louis, MO, US
Kimberly Rubenstein Work
- 2018 -now Managing Partner, Director of Financial Planning @
- 2009 -now Financial Consultant @
- 2005 -2009 Financial Advisor @
- 2002 -2003 Program Specialist @
Kimberly Rubenstein Education
- Saint Louis University
Bachelor of Science (B.S.) (Finance, General)
1995-1999 - Visitation Academy 1992-1995
Kimberly Rubenstein Skills
- Investments
- Financial Analysis
- Investment Strategies
- Financial Advisory
- 401k
- Retirement
- Asset Allocation
- Retirement Planning
- Securities
- Mutual Funds
- Strategic Planning
- Financial Services
- Retirement Plan Consulting
- Business Owner Planning
- Concentrated Stock Management
- Deferred Compensation
- Estate Investment Planning
- Financial Reporting
- Fixed Income Strategies
- Insurance
- Investment Planning
- Multigenerational Wealth Planning
- Retirement Savings
- Risk Management
- Stock Analysis
- Tax Efficient Strategies
- Wealth Preservation Planning
Kimberly Rubenstein Summary
- Kimberly Rubenstein, based in St. Louis, MO, US, is currently a Managing Partner, Director of Financial Planning at Undivided Wealth Management, LLC. Kimberly Rubenstein brings experience from previous roles at Wells Fargo Advisors, Merrill Lynch and Covance. Kimberly Rubenstein holds a 1995 - 1999 Bachelor of Science (B.S.) in Finance, General @ Saint Louis University. With a robust skill set that includes Investments, Financial Analysis, Investment Strategies, Financial Advisory, 401k and more. Kimberly Rubenstein has 4 emails and 4 mobile phone numbers on RocketReach.
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Top Undivided Wealth Management, LLC Employees
Gary Baker
President, Managing Partner
St. Louis, MO, US
Dan Kraus
Chief Investment Officer
St. Louis, MO, US
John Pettis
Wealth Advisor
United States
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