Kymberli's Bio
Kym is a dedicated financial professional at Perigon, bringing over a decade of diverse experience in the financial services sector. With a strong background in investment banking, operations, client service management, and fintech, she combines technical expertise with a passion for helping clients navigate their financial journeys. Known for thriving on building meaningful relationships, Kym is committed to empowering individuals and families to achieve their goals.
Currently pursuing a dual bachelor’s degree and a financial planning certificate, Kym is also on the path to becoming a Certified Financial Planner (CFP), further enhancing her capabilities.
Beyond the numbers, Kym is a proud parent to a spirited 14-year-old daughter and an adorable Terri-poo, who often inspire her work-life balance. Whether sharing a laugh at home or researching a comprehensive financial plan, she believes in the power of connection and a personal touch in all endeavors at Perigon.
Practice Areas:
Personal Wealth Management
Financial Planning
Client Relationship Management”