Kimberly D. Kiledjian, CRPS®
Head of Operations, Co-Founder
Chartered Retirement Plans SpecialistSM
CA Life & Health Insurance Agent Lic. 4341400 – NPN 21014241
As a financial services professional, Kimberly’s driving motivation is to bring clarity, organization, and compassion to the financial lives of individuals, families, and business owners. With a unique blend of strategic leadership, operational excellence, and deep relationship-building experience, she serves as the structural backbone of the firm—ensuring that each client interaction is met with exceptional care, efficiency, and purpose.
For over two decades, Kimberly has developed a proven track record of building scalable systems, leading teams, and executing high-level growth strategies in both corporate and nonprofit sectors. She is a skilled communicator and problem-solver with a gift for translating complexity into order—traits that serve clients well as they navigate their financial futures.
Kimberly holds the Chartered Retirement Plans SpecialistSM designation from the College for Financial Planning and is a licensed Life and Health Insurance Agent. Her academic background includes a B.S. in Interdisciplinary Studies with a concentration in Business Administration from Liberty University, and an Assoc. of Arts degree from Palomar College.
When not leading operational initiatives or supporting clients through important planning decisions, Kimberly devotes her time and heart to five core priorities:
Faith
Kimberly’s personal faith in God is foundational to every aspect of her life. She has served for years alongside her husband in their local church, mentoring women and providing faith-based guidance to couples and families.
Family
Kimberly is the proud wife of Michael and the devoted mother of six adult children. From late-night game marathons to family beach camping trips, she treasures every moment spent building a legacy of love, unity, and purpose with her family.
Philanthropy. Kimberly has a long-standing passion for youth development and community empowerment. As a former executive in the youth sports sector, she provided strategic leadership, education, and support to national nonprofit organizations, helping them grow their impact while nurturing the next generation.
Finance
As Co-Founder of the firm, Kimberly plays a vital role in aligning client services with operational systems that enable excellence in financial planning and wealth management. Her ability to combine process optimization with personal connection ensures a seamless client experience.
Fitness
A lifelong advocate of healthy living and balance, Kimberly finds joy in fitness routines that promote physical and mental well-being. Whether hiking, walking, or engaging in holistic wellness practices, she believes discipline and stewardship extend beyond finances to every area of life.
Kimberly brings a rare combination of operational acumen, servant leadership, and a deep commitment to people. Through her work, she aims not only to optimize the systems behind financial success but also to uplift and empower every client along the way.
Kimberly D. Kiledjian, CRPS®
Head of Operations, Co-Founder
Chartered Retirement Plans SpecialistSM
CA Life & Health Insurance Agent Lic. 4341400 – NPN 21014241
As a financial services professional, Kimberly’s driving motivation is to bring clarity, organization, and compassion to the financial lives of individuals, families, and business owners. With a unique blend of strategic leadership, operational excellence, and deep relationship-building experience, she serves as the structural backbone of the firm—ensuring that each client interaction is met with exceptional care, efficiency, and purpose.
For over two decades, Kimberly has developed a proven track record of building scalable systems, leading teams, and executing high-level growth strategies in both corporate and nonprofit sectors. She is a skilled communicator and problem-solver with a gift for translating complexity into order—traits that serve clients well as they navigate their financial futures.
Kimberly holds the Chartered Retirement Plans SpecialistSM designation from the College for Financial Planning and is a licensed Life and Health Insurance Agent. Her academic background includes a B.S. in Interdisciplinary Studies with a concentration in Business Administration from Liberty University, and an Assoc. of Arts degree from Palomar College.
When not leading operational initiatives or supporting clients through important planning decisions, Kimberly devotes her time and heart to five core priorities:
Faith
Kimberly’s personal faith in God is foundational to every aspect of her life. She has served for years alongside her husband in their local church, mentoring women and providing faith-based guidance to couples and families.
Family
Kimberly is the proud wife of Michael and the devoted mother of six adult children. From late-night game marathons to family beach camping trips, she treasures every moment spent building a legacy of love, unity, and purpose with her family.
Philanthropy. Kimberly has a long-standing passion for youth development and community empowerment. As a former executive in the youth sports sector, she provided strategic leadership, education, and support to national nonprofit organizations, helping them grow their impact while nurturing the next generation.
Finance
As Co-Founder of the firm, Kimberly plays a vital role in aligning client services with operational systems that enable excellence in financial planning and wealth management. Her ability to combine process optimization with personal connection ensures a seamless client experience.
Fitness
A lifelong advocate of healthy living and balance, Kimberly finds joy in fitness routines that promote physical and mental well-being. Whether hiking, walking, or engaging in holistic wellness practices, she believes discipline and stewardship extend beyond finances to every area of life.
Kimberly brings a rare combination of operational acumen, servant leadership, and a deep commitment to people. Through her work, she aims not only to optimize the systems behind financial success but also to uplift and empower every client along the way.
