Kimberly Flynn serves as Carson’s Director of Wealth Planning on the Advanced Solutions Team. In her role, she leads a team of highly astute financial planners and is primarily responsible for supporting Carson’s partner firms with quality financial planning advice and technical solutions for their clients.
Kimberly has the ability to communicate complex financial planning solutions to clients in a simple manner that assists them in making informed, sound decisions. Her greatest passion is leadership, and she feels an immense responsibility to coach and mentor others so they can reach their full potential.
With 25 years of experience in financial services, Kimberly realized early in her career the profoundly positive effect financial planning could have on clients and their ability to make informed financial decisions. Her experience in Advanced Planning at MetLife allowed her to develop a deep technical ability in the areas of estate and business planning. Her recent experience working at Facet Wealth allowed her to round out her planning skills with mass affluent clients. Kimberly also started and subsequently sold her own financial planning firm, Klarity Financial™, that focused on providing financial planning for women in construction in the Boston area.
She has a psychology degree from Christopher Newport University, and a Master of Science in Taxation from Suffolk University. She also holds a Series 65 registration and is a CFP®.
Kimberly resides in South Boston, MA with her husband Bryan. Outside of work, she enjoys staying busy by playing golf and participating in CrossFit.
Kimberly is a non- registered associate with Cetera Advisor Networks LLC and cannot provide the services of a registered representative.