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Kimberly Hillyard Cfp
Kimberly Hillyard Cfp
Managing Director & Wealth Advisor | Choreo
United States
Kimberly Hillyard Cfp
Summary
Kimberly Hillyard is a seasoned financial services professional with over 20 years of experience in financial planning and investment advisory. As the Managing Director at Choreo, she excels in helping individuals, families, and business owners navigate complex financial landscapes. Kimberly is recognized for her strong client relationships, built on trust and a deep understanding of her clients' values and financial needs. She has received multiple accolades, including the 2024 Top Women Wealth Advisors and the Forty Under 40 Award. Her academic background includes a double major in Management and Spanish from Simpson College, alongside specialized coursework in CFP. Kimberly's entrepreneurial spirit is evident in her role as Treasurer of Hillyard Enterprises, a family-owned business. She is passionate about collaboration, often working with attorneys and accountants to provide tailored advice. Kimberly is also actively involved in her community, having been recognized as an Outstanding Community Volunteer. Her commitment to excellence and adaptability in the ever-evolving financial sector makes her a trusted advisor.
Kimberly Hillyard Cfp
Work Experience
Managing Director & Wealth Advisor at
Choreo
March 2024 - Present
Treasurer at
HILLYARD ENTERPRISES LTD
March 2007 - Present
Senior Director & Wealth Advisor at
Choreo
October 2005 - Present
Licensed Paraplanner at
Hardinger And Associates A Branch Of Ameriprise
March 2003 - October 2005
Marketing at
Solmax
June 2002 - March 2003
Kimberly Hillyard Cfp
Education
THE AMERICAN COLLEGE
January 2005 - January 2007
Simpson College, Bachelor Of Arts
January 1998 - January 2002
January 2001 - January 2001
Mediapolis High School
January 1994 - January 1998
Leadership for Five Seasons Graduate, Class Of 2017
Frequently Asked Questions about Kimberly Hillyard Cfp
What company does Kimberly Hillyard Cfp work for?
Kimberly Hillyard Cfp is a Managing Director & Wealth Advisor at Choreo, a company specializing in Monetary Authorities-Central Bank.
Where Kimberly Hillyard Cfp graduated from?
Kimberly Hillyard Cfp holds a degree in Cfp Coursework from THE AMERICAN COLLEGE.
Who is Kimberly Hillyard Cfp?
Kimberly Hillyard is a seasoned financial services professional with over 20 years of experience in financial planning and investment advisory. As the Managing Director at Choreo, she excels in helping individuals, families, and business owners navigate complex financial landscapes. Kimberly is recognized for her strong client relationships, built on trust and a deep understanding of her clients' values and financial needs. She has received multiple accolades, including the 2024 Top Women Wealth Advisors and the Forty Under 40 Award. Her academic background includes a double major in Management and Spanish from Simpson College, alongside specialized coursework in CFP. Kimberly's entrepreneurial spirit is evident in her role as Treasurer of Hillyard Enterprises, a family-owned business. She is passionate about collaboration, often working with attorneys and accountants to provide tailored advice. Kimberly is also actively involved in her community, having been recognized as an Outstanding Community Volunteer. Her commitment to excellence and adaptability in the ever-evolving financial sector makes her a trusted advisor.
Kimberly`s contact details
Colleagues
Managing Director
Managing Director
Strategic Advisor
Chief Operating Officer
Chief Information Officer
CEO
Managing Director
Vice President of Business Development
Managing Director, Advisory Operations
Chief Financial Officer