America's leader in financial planning*Kimberlee A Barrett-Johnson
 | CFP® Senior Financial Advisor |
(434) 296-6611
914 E Jefferson St
Ste G4
Charlottesville, VA 22902
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A financial advisory practice of Ameriprise Financial Services, Inc.
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.
Qualifications
- Member, Financial Planning Association
- DALBAR Rated Financial Professional
- Senior Financial Advisor
Professional Associations
- Central Virginia Estate Planning Council member
- Central Virginia Financial Planning Association member
- Chamber of Commerce
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
2009 United Way Day of Caring
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 PhilanthropLicense 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, IN, ND
The experience depicted may not be representative of the experience of other clients and is not a guarantee of future performance or success.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
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.
- 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