Kim Rubenstein, CFP ®, CRPC
Managing Partner, Director of Financial Planning
Continually recognized for her expectational client satisfaction and industry knowledge, Kim was awarded the 2023 Five Star Wealth Manager award and voted one of the “best wealth managers” in St. Louis by Small Business Monthly in 2022. Kim is responsible for creating long-term financial plans that cover every aspect of our clients’ lives. She is dedicated to helping clients live the lives they desire and enjoys helping them design legacies that can have the greatest impact on their loved ones.
Kim has more than 20 years of experience in financial services. After many years in various finance focused areas of business, including working in Securities Research and Investment Banking, Kim became a Financial Advisor in 2005 at Merrill Lynch, Pierce, Fenner & Smith. She quickly realized her passion for helping clients could be practiced in her daily work by providing comprehensive financial planning. Kim is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning Counselor (CRPC).
She holds a B.S. in Business Administration from Saint Louis University with an emphasis in Finance and International Business. She holds her State Life Insurance licenses, as well as Series 7 and 66 securities licenses. Kim holds a special place in her heart for empowering and educating women to discover the confidence to manage their own personal situations.
Kim supports many local organizations including serving on the Board of Directors for Gateway to Hope (acting as past Treasurer). She enjoys running and traveling and often combines the two by competing in half marathons in various states whenever possible. One of her “bucket list” items is to complete a race in all 50 states. Kim lives with her husband, Jeremy and their kids, Nicholas “Nico” and Vivienne, in Wildwood.