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Kimberlee A Barrett-Johnson

An Ameriprise Platinum Financial Services® Practice
CFP®, Senior Financial Advisor
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(434) 296-6611

Charlottesville, VA 22902
kimberlee.a.barrett-johnson@ampf.com

Contact Information


(434) 296-6611
914 E Jefferson St
Ste G4
Charlottesville, VA 22902
BARRETT-JOHNSON & ASSOCIATES , a financial advisory practice of Ameriprise Financial Services, Inc.

www.ameripriseadvisors.com/kimberlee.a.barrett-johnson

My Philosophy

I've been helping people reach their goals for 15 years.

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.


Interests

  • I greatly value my family and friends
  • I am an active church participant
  • I enjoy tennis, hiking, community service, reading, travel
  • I have been married for almost 20 years and have 4 children

Community Participation

Leave a Legacy-Thomas Jefferson Area, Co-Chair Charlottesville Area Planned Giving Council, Founding President 2003-2006 Senior Center Inc., former board member and current volunteer Leadership Charlottesville Alumni Association, member and former board member Women United in Philanthrop


Pink Ribbon Polo Cup 2008

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Experience

Qualifications

  • Member, Financial Planning Association
  • DALBAR Rated Financial Professional
  • Senior Financial Advisor
  • Ameriprise President's Recognition Award Recipient
  • Bachelor of Arts Degree
  • Master of Arts Degree

Professional Associations


Areas of Focus

  • Asset Allocation
  • General Financial Planning
  • Income Tax Planning Strategies
  • Women's Financial Strategies
  • Investment Advice
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving

License Information

I am licensed and registered to conduct business in VA.

Based on licenses and registrations I hold, I may also conduct certain business in AR, CA, CO, FL, GA, MD, NC, OH, PA, SC, TX, WV

My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.